AWK β€” AMERICAN WTR WKS CO INC NEW

Ownership history in Cornerstone Planning, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Cornerstone Planning, LLC reported a position in AMERICAN WTR WKS CO INC NEW (AWK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.23% (2025 Q1)
πŸ“Š Avg. % of fund
0.23%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q1
⏱ Quarters held
1
% of Fund (quarterly)    AWK price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 INITIATED 4,938 β€” β€” 0.23% $615K $143.90

🏒 Other funds also holding AWK

As of 2025 Q4 β€” sorted by position size

Soapstone Management L.P. 3Y 7Y 7.21% DUDLEY & SHANLEY, INC. 3Y 7Y 3.55% Montanaro Asset Management Ltd 3Y 3.28% Partners Group Holding AG 3Y 7Y 2.71% MIROVA 3Y 7Y 2.34% Sone Capital Management, LLC 2.25% Foresight Group Ltd Liability Partnership 2.16% Clean Yield Group 3Y 7Y 2.1% Impax Asset Management Group plc 3Y 7Y 1.95% Safe Harbor Fiduciary, LLC 1.92%
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