SFMG Wealth Advisors’s American Water Works AWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$201K Buy
1,526
+49
+3% +$6.3K 0.01% 317
2026
Q1
$201K Buy
+1,477
New +$195K 0.01% 299
2022
Q1
Sell
-1,208
Closed -$228K 302
2021
Q4
$228K Hold
1,208
0.02% 249
2021
Q3
$204K Buy
+1,208
New +$211K 0.02% 238

Other funds holding AWK

SFMG Wealth Advisors's AWK Position: Q2 2026 in Review

SFMG Wealth Advisors increased its American Water Works (AWK) stake by 3.3% in Q2 2026, buying an estimated $6.3K and bringing the position to 1,526 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #317.

SFMG Wealth Advisors first reported a position in AWK in Q3 2021 and has held it in 4 quarters since. The position peaked at $228K in Q4 2021. 1,125 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • SFMG Wealth Advisors held 1,526 shares of American Water Works worth $201K as of Q2 2026.
  • SFMG Wealth Advisors bought 49 American Water Works shares in Q2 2026, an estimated $6.3K.
  • American Water Works made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #317 holding.
  • SFMG Wealth Advisors first reported a position in American Water Works in Q3 2021 and has held it in 4 quarters since.
  • SFMG Wealth Advisors's American Water Works position peaked at $228K in Q4 2021.
  • 1,125 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.