BFC Planning, Inc.’s American Water Works AWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$64.5K Buy
498
+398
+398% +$53.8K ﹤0.01% 1429
2026
Q2
$13.2K Buy
+100
New +$12.8K ﹤0.01% 2225
2026
Q1
– Sell
-191
Closed -$24.9K – 3054
2025
Q4
$24.9K Hold
191
– – ﹤0.01% 1652
2025
Q3
$26.6K Hold
191
– – ﹤0.01% 1437
2025
Q2
$26.6K Hold
191
– – ﹤0.01% 1383
2025
Q1
$28.2K Hold
191
– – ﹤0.01% 1327
2024
Q4
$23.8K Hold
191
– – ﹤0.01% 1393
2024
Q3
$27.9K Buy
+191
New +$27.1K ﹤0.01% 1312

Other funds holding AWK

BFC Planning, Inc.'s AWK Position: Q3 2026 in Review

BFC Planning, Inc. increased its American Water Works (AWK) stake by 398% in Q3 2026, buying an estimated $53.8K and bringing the position to 498 shares worth $64.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

BFC Planning, Inc. first reported a position in AWK in Q3 2024 and has held it in 8 quarters since. 909 funds tracked by Wall St. Rank hold AWK as of Q3 2026.

  • BFC Planning, Inc. held 498 shares of American Water Works worth $64.5K as of Q3 2026.
  • BFC Planning, Inc. bought 398 American Water Works shares in Q3 2026, an estimated $53.8K.
  • American Water Works made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1429 holding.
  • BFC Planning, Inc. first reported a position in American Water Works in Q3 2024 and has held it in 8 quarters since.
  • 909 funds tracked by Wall St. Rank held American Water Works as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.