LIG
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Lokken Investment Group’s American Water Works AWK Stock Holding History

Lokken Investment Group’s Portfolio AWK Stock Details AWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,318
Closed -$1.04M – 137
2024
Q4 		$1.04M Buy
8,318
+164
+2% +$22.1K 0.45% 63
2024
Q3 		$1.19M Buy
8,154
+651
+9% +$92.3K 0.5% 53
2024
Q2 		$969K Buy
7,503
+829
+12% +$105K 0.46% 57
2024
Q1 		$816K Buy
6,674
+508
+8% +$62.5K 0.41% 63
2023
Q4 		$814K Buy
6,166
+1,522
+33% +$192K 0.46% 59
2023
Q3 		$575K Buy
4,644
+580
+14% +$81.3K 0.38% 63
2023
Q2 		$580K Buy
4,064
+664
+20% +$97.5K 0.38% 65
2023
Q1 		$498K Buy
3,400
+541
+19% +$80.1K 0.38% 60
2022
Q4 		$436K Buy
2,859
+423
+17% +$61.1K 0.34% 69
2022
Q3 		$317K Buy
2,436
+159
+7% +$23.9K 0.27% 81
2022
Q2 		$339K Buy
2,277
+175
+8% +$26.7K 0.27% 77
2022
Q1 		$324K Buy
2,102
+447
+27% +$70.8K 0.26% 97
2021
Q4 		$313K Buy
1,655
+118
+8% +$20.6K 0.22% 97
2021
Q3 		$260K Sell
1,537
-40
-3% -$6.99K 0.21% 101
2021
Q2 		$243K Buy
1,577
+220
+16% +$34.3K 0.2% 103
2021
Q1 		$203K Buy
1,357
+31
+2% +$4.7K 0.18% 105
2020
Q4 		$204K Buy
+1,326
New +$204K 0.19% 98

Other funds holding AWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lokken Investment Group's AWK Position: Q1 2025 in Review

Lokken Investment Group sold out of American Water Works (AWK) in Q1 2025, closing a stake of 8,318 shares — an estimated $1.04M sold.

Lokken Investment Group first reported a position in AWK in Q4 2020 and held it in 17 quarters. The position peaked at $1.19M in Q3 2024. 1,124 funds tracked by Wall St. Rank hold AWK as of Q1 2025.

  • Lokken Investment Group reported no remaining American Water Works position as of Q1 2025 after selling out during the quarter.
  • Lokken Investment Group sold 8,318 American Water Works shares in Q1 2025, an estimated $1.04M.
  • Lokken Investment Group first reported a position in American Water Works in Q4 2020 and held it in 17 quarters.
  • Lokken Investment Group's American Water Works position peaked at $1.19M in Q3 2024.
  • 1,124 funds tracked by Wall St. Rank held American Water Works as of Q1 2025.

Based on Lokken Investment Group's 13F filing for Q1 2025, filed 2 May 2025.