Position in HTO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$555,316
+$14,320 QoQ
Shares Held
9,138
-0.9% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#176
of 315 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $12,490,930 across 6 Utilities - Regulated Water names. HTO ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWR |
American States Water Co
|
91,939 | $7,596,919 | |
| 2 | AWK |
American Water Works Company, Inc.
|
18,569 | $2,443,309 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
31,064 | $1,190,061 | |
| 4 | HTO |
H2o America
This page
|
9,138 | $555,316 | |
| 5 | CWT |
California Water Service Group
|
11,232 | $546,436 | |
| 6 | GWRS |
Global Water Resources, Inc.
|
21,946 | $158,889 |
All Filings in HTO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,316 | 9,138 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $540,996 | 9,221 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $407,645 | 8,321 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $385,119 | 7,908 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $347,731 | 6,691 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $480,232 | 8,781 | Shares | Sole | 2025-04-28 | |
| 2021-12-31 | $200,421 | 2,738 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||