SEC 13F Intelligence

Everett Harris & Co /Ca/ / AWC

Everett Harris & Co /Ca/’s American Wtr Wks Co Inc New Position

Does Everett Harris & Co /Ca/ own American Wtr Wks Co Inc New (AWC)? Yes307.2K shares worth $42M (+0.54% of its 13F portfolio) as of Q1 2026, up from 307.0K shares the prior filed quarter.

Position Value
$42M
Q1 2026
Shares
307.2K
% of Portfolio
+0.54%
Quarters Held
30
currently held

Position History AWC

Reported value by quarter
Q4 ’18: $32MQ4 ’18Q1 ’19: $37MQ2 ’19: $41MQ3 ’19: $44MQ4 ’19: $44MQ4 ’19Q1 ’20: $44MQ2 ’20: $48MQ3 ’20: $54MQ4 ’20: $58MQ4 ’20Q1 ’21: $56MQ2 ’21: $58MQ3 ’21: $62MQ4 ’21: $69MQ4 ’21Q1 ’22: $58MQ2 ’22: $50MQ3 ’22: $43MQ4 ’22: $50MQ4 ’22Q1 ’23: $48MQ2 ’23: $46MQ3 ’23: $40MQ4 ’23: $40MQ4 ’23Q1 ’24: $37MQ2 ’24: $39MQ3 ’24: $44MQ4 ’24: $38MQ4 ’24Q1 ’25: $45MQ2 ’25: $43MQ3 ’25: $43MQ4 ’25: $40MQ4 ’25Q1 ’26: $42Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026307.2K$42M+0.54%
Q4 2025307.0K$40M+0.48%
Q3 2025307.8K$43M+0.53%
Q2 2025308.0K$43M+0.55%
Q1 2025308.0K$45M+0.58%
Q4 2024307.9K$38M+0.48%
Q3 2024304.1K$44M+0.55%
Q2 2024302.1K$39M+0.50%
Q1 2024302.1K$37M+0.49%
Q4 2023305.6K$40M+0.58%
Q3 2023325.6K$40M+0.63%
Q2 2023325.6K$46M+0.71%
Q1 2023325.6K$48M+0.77%
Q4 2022328.6K$50M+0.86%
Q3 2022333.6K$43M+0.80%
Q2 2022337.6K$50M+0.87%
Q1 2022351.0K$58M+0.83%
Q4 2021366.0K$69M+0.96%
Q3 2021368.0K$62M+0.98%
Q2 2021376.0K$58M+0.93%
Q1 2021376.0K$56M+0.98%
Q4 2020376.0K$58M+1.02%
Q3 2020376.0K$54M+1.06%
Q2 2020376.0K$48M+1.07%
Q1 2020366.0K$44M+1.13%
Q4 2019356.0K$44M+0.99%
Q3 2019356.0K$44M+1.09%
Q2 2019356.0K$41M+1.03%
Q1 2019356.0K$37M+0.96%
Q4 2018356.0K$32M+0.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Everett Harris & Co /Ca/’s full portfolio or all institutional holders of AWC.