Jeppson Wealth Management’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
Other funds holding AWK
Jeppson Wealth Management's AWK Position: Q2 2026 in Review
Jeppson Wealth Management increased its American Water Works (AWK) stake by 146% in Q2 2026, buying an estimated $289K and bringing the position to 3,788 shares worth $498K. The position accounts for 0.15% of the portfolio, ranked #139.
Jeppson Wealth Management first reported a position in AWK in Q3 2020 and has held it in 23 quarters since. 1,133 funds tracked by Wall St. Rank hold AWK as of Q2 2026.
- Jeppson Wealth Management held 3,788 shares of American Water Works worth $498K as of Q2 2026.
- Jeppson Wealth Management bought 2,248 American Water Works shares in Q2 2026, an estimated $289K.
- American Water Works made up 0.15% of Jeppson Wealth Management's portfolio in Q2 2026, its #139 holding.
- Jeppson Wealth Management first reported a position in American Water Works in Q3 2020 and has held it in 23 quarters since.
- 1,133 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.
Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.