Skip to main content

Ipsen Advisor Group LLC

SEC CIK
0001964922
Latest filing
Jul 29, 2026

AWK holding history

American Water Works Company, Inc. in every 13F filed by Ipsen Advisor Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AWK overviewAll 13F holders of AWKFull Q2 2026 holdings

Shares (Q2 2026)
3,633
Value
$478.0K
% of portfolio
0.3%
Quarters held
7
Since Q4 2024
Holdings of AWK by Ipsen Advisor Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,633$478.0K0.3%+133+3.8%AddedHolders
Q1 20263,500$476.4K0.3%+66+1.9%AddedHolders
Q4 20253,434$448.2K0.3%−161−4.5%ReducedHolders
Q3 20253,595$500.3K0.4%−10.0%ReducedHolders
Q2 20253,596$500.2K0.4%+263+7.9%AddedHolders
Q1 20253,333$491.7K0.4%−23−0.7%ReducedHolders
Q4 20243,356$417.8K0.4%–No prior filingHolders