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Principle Wealth Partners’s American Water Works AWK Stock Holding History

Principle Wealth Partners’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
Q3 		– Sell
-1,750
Closed -$243K – 361
2025
Q2 		$243K Buy
+1,750
New +$251K 0.02% 333
2024
Q4 		– Sell
-1,525
Closed -$223K – 336
2024
Q3 		$223K Buy
+1,525
New +$216K 0.02% 315

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principle Wealth Partners's AWK Position: Q3 2025 in Review

Principle Wealth Partners sold out of American Water Works (AWK) in Q3 2025, closing a stake of 1,750 shares — an estimated $243K sold.

Principle Wealth Partners first reported a position in AWK in Q3 2024 and held it in 2 quarters. The position peaked at $243K in Q2 2025. 1,125 funds tracked by Wall St. Rank hold AWK as of Q3 2025.

  • Principle Wealth Partners reported no remaining American Water Works position as of Q3 2025 after selling out during the quarter.
  • Principle Wealth Partners sold 1,750 American Water Works shares in Q3 2025, an estimated $243K.
  • Principle Wealth Partners first reported a position in American Water Works in Q3 2024 and held it in 2 quarters.
  • Principle Wealth Partners's American Water Works position peaked at $243K in Q2 2025.
  • 1,125 funds tracked by Wall St. Rank held American Water Works as of Q3 2025.

Based on Principle Wealth Partners's 13F filing for Q3 2025, filed 3 Nov 2025.