SEC 13F Intelligence

Perennial Advisors, LLC / AWK

Perennial Advisors, LLC’s American Wtr Wks Co Inc New Position

Does Perennial Advisors, LLC own American Wtr Wks Co Inc New (AWK)? Yes51.3K shares worth $7M (+1.19% of its 13F portfolio) as of Q1 2026, up from 49.1K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
51.3K
% of Portfolio
+1.19%
Quarters Held
29
currently held

Position History AWK

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ4 ’24: $5MQ1 ’25: $7MQ1 ’25Q2 ’25: $6MQ3 ’25: $6MQ4 ’25: $6MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202651.3K$7M+1.19%
Q4 202549.1K$6M+1.07%
Q3 202545.6K$6M+1.10%
Q2 202544.7K$6M+1.16%
Q1 202544.8K$7M+1.32%
Q4 202441.7K$5M+1.13%
Q2 202439.1K$5M+1.13%
Q1 202438.2K$5M+1.09%
Q4 202336.4K$5M+1.18%
Q3 202335.6K$4M+1.19%
Q2 202335.3K$5M+1.28%
Q1 202333.4K$5M+1.40%
Q4 202233.5K$5M+1.62%
Q3 202234.9K$5M+1.49%
Q2 202234.4K$5M+1.59%
Q1 202233.8K$6M+1.49%
Q4 202132.2K$6M+1.64%
Q3 202132.3K$5M+1.61%
Q2 202131.9K$5M+1.43%
Q1 202131.2K$5M+1.47%
Q4 202030.6K$5M+1.66%
Q3 202030.3K$4M+1.80%
Q2 202030.1K$4M+1.64%
Q1 202028.5K$3M+1.90%
Q4 201926.4K$3M+1.56%
Q3 201926.3K$3M+1.69%
Q2 201925.7K$3M+1.59%
Q1 201926.5K$3M+1.57%
Q4 201826.2K$2M+1.54%

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