Synergy Investment Management’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
$7.59K Buy
55
+53
+2,650% +$6.81K ﹤0.01% 676
2026
Q1
$272 Buy
+2
New +$264 ﹤0.01% 866

Other funds holding AWK

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

Synergy Investment Management increased its American Water Works (AWK) stake by 2,650% in Q2 2026, buying an estimated $6.81K and bringing the position to 55 shares worth $7.59K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Synergy Investment Management first reported a position in AWK in Q1 2026 and has held it in 2 quarters since. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Synergy Investment Management held 55 shares of American Water Works worth $7.59K as of Q2 2026.
  • Synergy Investment Management bought 53 American Water Works shares in Q2 2026, an estimated $6.81K.
  • American Water Works made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #676 holding.
  • Synergy Investment Management first reported a position in American Water Works in Q1 2026 and has held it in 2 quarters since.
  • 1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.