SEC 13F Intelligence

Terra Alpha Investments LLC / AWK

Terra Alpha Investments LLC’s American Wtr Wks Co Inc New Position

Does Terra Alpha Investments LLC own American Wtr Wks Co Inc New (AWK)? Yes — 10.3K shares worth $1M (+1.38% of its 13F portfolio) as of Q4 2025, down from 10.4K shares the prior filed quarter.

Position Value
$1M
Q4 2025
Shares
10.3K
% of Portfolio
+1.38%
Quarters Held
5
currently held

Position History AWK

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202510.3K$1M+1.38%
Q3 202510.4K$1M+1.48%
Q2 202510.5K$1M+1.53%
Q1 202510.7K$2M+1.72%
Q4 202410.2K$1M+1.29%

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