SEC 13F Intelligence

Asset Advisors Investment Management, LLC / AWC

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

Does Asset Advisors Investment Management, LLC own American Wtr Wks Co Inc New (AWC)? Yes90.7K shares worth $12M (+1.18% of its 13F portfolio) as of Q1 2026, down from 92.5K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
90.7K
% of Portfolio
+1.18%
Quarters Held
29
currently held

Position History AWC

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $13MQ2 ’19: $15MQ3 ’19: $16MQ4 ’19: $16MQ4 ’19Q1 ’20: $15MQ2 ’20: $17MQ3 ’20: $19MQ4 ’20: $20MQ4 ’20Q1 ’21: $20MQ2 ’21: $20MQ4 ’21: $25MQ1 ’22: $22MQ1 ’22Q2 ’22: $19MQ3 ’22: $16MQ4 ’22: $19MQ1 ’23: $18MQ1 ’23Q2 ’23: $17MQ3 ’23: $14MQ4 ’23: $15MQ1 ’24: $13MQ1 ’24Q2 ’24: $13MQ3 ’24: $14MQ4 ’24: $12MQ1 ’25: $14MQ1 ’25Q2 ’25: $13MQ3 ’25: $13MQ4 ’25: $12MQ1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202690.7K$12M+1.18%
Q4 202592.5K$12M+1.11%
Q3 202596.4K$13M+1.27%
Q2 202595.7K$13M+1.32%
Q1 202596.2K$14M+1.49%
Q4 202498.2K$12M+1.28%
Q3 202498.9K$14M+1.50%
Q2 202499.4K$13M+1.40%
Q1 2024102.8K$13M+1.41%
Q4 2023112.5K$15M+1.81%
Q3 2023116.0K$14M+1.93%
Q2 2023119.3K$17M+2.17%
Q1 2023121.4K$18M+2.33%
Q4 2022123.9K$19M+2.49%
Q3 2022124.1K$16M+2.30%
Q2 2022125.1K$19M+2.54%
Q1 2022131.3K$22M+2.42%
Q4 2021130.6K$25M+2.49%
Q2 2021130.1K$20M+2.22%
Q1 2021132.9K$20M+2.36%
Q4 2020133.0K$20M+2.65%
Q3 2020131.1K$19M+2.87%
Q2 2020129.3K$17M+2.65%
Q1 2020128.8K$15M+2.85%
Q4 2019130.2K$16M+2.36%
Q3 2019132.8K$16M+2.64%
Q2 2019127.8K$15M+2.50%
Q1 2019123.1K$13M+2.28%
Q4 2018122.5K$11M+2.20%

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