Summit Securities Group’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
$5.92K Buy
45
+13
+41% +$1.67K ﹤0.01% 943
2026
Q1
$4.36K Sell
32
-258
-89% -$34.1K ﹤0.01% 825
2025
Q4
$37.8K Sell
290
-47
-14% -$6.28K ﹤0.01% 675
2025
Q3
$46.9K Buy
337
+206
+157% +$29.1K 0.01% 580
2025
Q2
$18.2K Buy
+131
New +$18.8K ﹤0.01% 745
2024
Q1
Sell
-34
Closed -$4K 476
2023
Q4
$4K Buy
+34
New +$4.29K ﹤0.01% 571
2023
Q3
Sell
-254
Closed -$36K 573
2023
Q2
$36K Sell
254
-125
-33% -$18.4K ﹤0.01% 482
2023
Q1
$56K Buy
379
+196
+107% +$29K ﹤0.01% 394
2022
Q4
$28K Buy
+183
New +$26.4K ﹤0.01% 834
2022
Q3
Sell
-380
Closed -$57K 927
2022
Q2
$57K Buy
380
+302
+387% +$46K 0.01% 518
2022
Q1
$13K Buy
+78
New +$12.4K ﹤0.01% 787

Other funds holding AWK

Summit Securities Group's AWK Position: Q2 2026 in Review

Summit Securities Group increased its American Water Works (AWK) stake by 41% in Q2 2026, buying an estimated $1.67K and bringing the position to 45 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Summit Securities Group first reported a position in AWK in Q1 2022 and has held it in 11 quarters since. The position peaked at $57K in Q2 2022. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Summit Securities Group held 45 shares of American Water Works worth $5.92K as of Q2 2026.
  • Summit Securities Group bought 13 American Water Works shares in Q2 2026, an estimated $1.67K.
  • American Water Works made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #943 holding.
  • Summit Securities Group first reported a position in American Water Works in Q1 2022 and has held it in 11 quarters since.
  • Summit Securities Group's American Water Works position peaked at $57K in Q2 2022.
  • 1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.