S.E.E.D. Planning Group’s American Water Works AWK Stock Holding History

S.E.E.D. Planning 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 Q2	–	Sell	-1,372	Closed	-$202K	–	72
2025 Q1	$202K	Buy	+1,372	New	+$181K	0.07%	73
2024 Q3	–	Sell	-2,402	Closed	-$310K	–	74
2024 Q2	$310K	Buy	+2,402	New	+$304K	0.11%	67
2023 Q3	–	Sell	-1,796	Closed	-$256K	–	86
2023 Q2	$256K	Sell	1,796 -300	-14%	-$44.1K	0.09%	74
2023 Q1	$307K	Sell	2,096 -20	-0.9%	-$2.96K	0.12%	70
2022 Q4	$323K	Buy	2,116 +173	+9%	+$25K	0.14%	65
2022 Q3	$253K	Buy	1,943 +114	+6%	+$17.2K	0.12%	67
2022 Q2	$272K	Buy	1,829 +291	+19%	+$44.3K	0.12%	67
2022 Q1	$255K	Buy	1,538 +353	+30%	+$55.9K	0.11%	74
2021 Q4	$224K	Buy	+1,185	New	+$207K	0.1%	84

Other funds holding AWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

S.E.E.D. Planning Group's AWK Position: Q2 2025 in Review

S.E.E.D. Planning Group sold out of American Water Works (AWK) in Q2 2025, closing a stake of 1,372 shares — an estimated $202K sold.

S.E.E.D. Planning Group first reported a position in AWK in Q4 2021 and held it in 9 quarters. The position peaked at $323K in Q4 2022. 1,109 funds tracked by Wall St. Rank hold AWK as of Q2 2025.

S.E.E.D. Planning Group reported no remaining American Water Works position as of Q2 2025 after selling out during the quarter.
S.E.E.D. Planning Group sold 1,372 American Water Works shares in Q2 2025, an estimated $202K.
S.E.E.D. Planning Group first reported a position in American Water Works in Q4 2021 and held it in 9 quarters.
S.E.E.D. Planning Group's American Water Works position peaked at $323K in Q4 2022.
1,109 funds tracked by Wall St. Rank held American Water Works as of Q2 2025.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2025, filed 8 Jul 2025.