Clean Yield Group

Position in AWK — American Water Works Company, Inc.

CIK 1525865 NORWICH, VT

Position in AWK

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$6,662,290

-$473,316 QoQ

Shares Held

50,633

-3.4% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

1.69%

of 13F equity value

Holder Rank

#232

of 1,123 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Clean Yield Group holds $10,625,826 across 5 Utilities - Regulated Water names. AWK ranks #1 (62.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc. This page	50,633	$6,662,290
2	HTO	H2o America	46,155	$2,804,839
3	CWT	California Water Service Group	9,835	$478,472
4	WTRG	Essential Utilities, Inc.	11,379	$435,929
5	MSEX	Middlesex Water Co	4,350	$244,296

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,662,290	50,633	-3.4%	Shares	Sole	2026-08-05
2026-03-31	$7,135,606	52,433	-9.7%	Shares	Sole	2026-04-14
2025-12-31	$7,576,438	58,057	-6.3%	Shares	Sole	2026-01-26
2025-09-30	$8,620,593	61,934	-2.3%	Shares	Sole	2025-10-23
2025-06-30	$8,819,295	63,398	-2.5%	Shares	Sole	2025-07-17
2025-03-31	$9,592,192	65,023	+1.6%	Shares	Sole	2025-04-14
2024-12-31	$7,971,094	64,030	+4.5%	Shares	Sole	2025-01-13
2024-09-30	$8,956,761	61,247	+4.0%	Shares	Sole	2024-10-07
2024-06-30	$7,607,653	58,901	+2.5%	Shares	Sole	2024-07-10
2024-03-31	$7,024,875	57,482	+168.4%	Shares	Sole	2024-05-29
2023-12-31	$2,826,697	21,416	+79.5%	Shares	Sole	2024-01-24
2023-09-30	$1,477,539	11,932	-0.8%	Shares	Sole	2023-10-12
2023-06-30	$1,716,997	12,028	0.0%	Shares	Sole	2023-07-26
2023-03-31	$1,761,981	12,028	0.0%	Shares	Sole	2023-04-26
2022-12-31	$1,833,307	12,028	+0.7%	Shares	Sole	2023-01-31
2022-09-30	$1,555,151	11,948	0.0%	Shares	Sole	2022-10-31
2022-06-30	$1,777,503	11,948	-0.4%	Shares	Sole	2022-07-18
2022-03-31	$1,986,028	11,998	-7.5%	Shares	Sole	2022-04-25
2021-12-31	$2,450,647	12,976	-1.7%	Shares	Sole	2022-01-24
2021-09-30	$2,232,342	13,206	0.0%	Shares	Sole	2021-10-27
2021-06-30	$2,035,440	13,206	+0.3%	Shares	Sole	2021-07-26
2021-03-31	$1,973,846	13,166	-2.9%	Shares	Sole	2021-04-26
2020-12-31	$2,081,974	13,566	-0.7%	Shares	Sole	2021-01-26
2020-09-30	$1,979,930	13,666	0.0%	Shares	Sole	2020-10-16
2020-06-30	$1,758,267	13,666	-3.6%	Shares	Sole	2020-07-22
2020-03-31	$1,695,480	14,181	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.