Plato Investment Management’s American Water Works AWK Stock Holding History

Plato Investment Management’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
2026 Q2	$3.94M	Hold	30,129	–	–	0.22%	101
2026 Q1	$4.1M	Buy	30,129 +658	+2%	+$87K	0.28%	85
2025 Q4	$3.86M	Hold	29,471	–	–	0.25%	90
2025 Q3	$4.07M	Hold	29,471	–	–	0.28%	86
2025 Q2	$4.08M	Sell	29,471 -3,244	-10%	-$465K	0.31%	73
2025 Q1	$4.88M	Sell	32,715 -3,564	-10%	-$470K	0.41%	48
2024 Q4	$4.53M	Buy	36,279 +491	+1%	+$66.3K	0.33%	66
2024 Q3	$5.23M	Hold	35,788	–	–	0.42%	46
2024 Q2	$4.62M	Buy	35,788 +751	+2%	+$95K	0.43%	52
2024 Q1	$4.28M	Buy	35,037 +34,803	+14,873%	+$4.28M	0.44%	57
2023 Q4	$30.9K	Buy	+234	New	+$29.5K	0.04%	278

Other funds holding AWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Plato Investment Management's AWK Position: Q2 2026 in Review

Plato Investment Management held its American Water Works (AWK) position steady in Q2 2026 at 30,129 shares worth $3.94M. The position accounts for 0.22% of the portfolio, ranked #101.

Plato Investment Management first reported a position in AWK in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.23M in Q3 2024. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

Plato Investment Management held 30,129 shares of American Water Works worth $3.94M as of Q2 2026.
Plato Investment Management left its American Water Works share count unchanged in Q2 2026.
American Water Works made up 0.22% of Plato Investment Management's portfolio in Q2 2026, its #101 holding.
Plato Investment Management first reported a position in American Water Works in Q4 2023 and has held it in 11 quarters since.
Plato Investment Management's American Water Works position peaked at $5.23M in Q3 2024.
1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.