SEC 13F Intelligence

Aureus Asset Management, LLC / AWC

Aureus Asset Management, LLC’s American Wtr Wks Co Inc New Position

Does Aureus Asset Management, LLC own American Wtr Wks Co Inc New (AWC)? Yes166.9K shares worth $23M (+1.51% of its 13F portfolio) as of Q1 2026, up from 159.2K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
166.9K
% of Portfolio
+1.51%
Quarters Held
20
currently held

Position History AWC

Reported value by quarter
Q4 ’18: $20MQ4 ’18Q1 ’19: $23MQ2 ’19: $26MQ3 ’19: $21MQ3 ’19Q4 ’19: $21MQ1 ’20: $21MQ2 ’20: $24MQ2 ’20Q3 ’20: $28MQ4 ’20: $29MQ1 ’21: $31MQ1 ’21Q2 ’21: $33MQ3 ’21: $37MQ4 ’21: $41MQ4 ’21Q1 ’22: $35MQ2 ’22: $31MQ3 ’22: $28MQ3 ’22Q4 ’22: $33MQ1 ’23: $27MQ2 ’23: $23MQ2 ’23Q1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026166.9K$23M+1.51%
Q2 2023159.2K$23M+1.70%
Q1 2023183.5K$27M+2.13%
Q4 2022216.4K$33M+2.85%
Q3 2022218.6K$28M+2.48%
Q2 2022210.7K$31M+2.53%
Q1 2022209.3K$35M+2.30%
Q4 2021215.0K$41M+2.51%
Q3 2021218.7K$37M+2.43%
Q2 2021214.6K$33M+2.13%
Q1 2021203.6K$31M+2.37%
Q4 2020191.7K$29M+2.48%
Q3 2020191.7K$28M+2.63%
Q2 2020183.7K$24M+2.58%
Q1 2020172.8K$21M+2.87%
Q4 2019171.6K$21M+2.36%
Q3 2019172.0K$21M+2.66%
Q2 2019226.5K$26M+3.24%
Q1 2019224.9K$23M+3.11%
Q4 2018224.5K$20M+3.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aureus Asset Management, LLC’s full portfolio or all institutional holders of AWC.