Kessler Investment Group, LLC AWK — AMERICAN WTR WKS CO INC NEW COM

Ownership history in Kessler Investment Group, LLC  ·  31 quarters on record

AI Ownership Summary

Kessler Investment Group, LLC reported AMERICAN WTR WKS CO INC NEW COM (AWK) in 31 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.19% in 2025 Q1. The latest visible filing shows AWK at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AWK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kessler Investment Group, LLC's position in AMERICAN WTR WKS CO INC NEW COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

AWK was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kessler Investment Group, LLC held AWK — position size vs. price
% of Fund (quarterly)    AWK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 2,506 -11 -0.4% 0.16% $324K 2026-10-08 $128.18
2026 Q2 ADDED — — — 2,517 +39 +1.6% 0.14% $331K 2026-07-13 $130.66
2026 Q1 REDUCED — — — 2,478 -9 -0.4% 0.16% $337K 2026-04-10 $135.35
2025 Q4 REDUCED — — — 2,487 -70 -2.7% 0.14% $325K 2026-02-03 $123.33
2025 Q3 UNCHANGED — — — 2,557 — 0% 0.15% $356K 2025-10-09 $137.30
2025 Q2 REDUCED — — — 2,557 -55 -2.1% 0.15% $356K 2025-07-22 $140.26
2025 Q1 ADDED — — — 2,612 +2,569 +5974.4% 0.19% $385K 2025-04-24 $140.51
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kessler Investment Group, LLC and AWK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kessler Investment Group, LLC reported owning AWK?

Kessler Investment Group, LLC reported AWK across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported AWK position in Kessler Investment Group, LLC's portfolio?

The largest reported portfolio weight for AWK was 0.19% in 2025 Q1.

What is the latest reported AWK position on this page?

The most recent filing on this page is 2026 Q3, when Kessler Investment Group, LLC reported 2,506 shares, equal to 0.16% of portfolio, with an estimated market value of $324K.

What does the chart on this AWK ownership page compare?

The chart compares Kessler Investment Group, LLC's quarterly AWK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kessler Investment Group, LLC time their AWK position?

Based on 13F filing dates vs. subsequent AWK price moves, Kessler Investment Group, LLC correctly timed 16 out of 29 reported position changes (55%). The annualised alpha on AWK relative to SPY over the holding period was -3.1%.

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