Position in HTO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$540,996
+$133,351 QoQ
Shares Held
9,221
+10.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
6 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 Mar 31, 2026D.A. DAVIDSON & CO. holds $11,942,969 across 6 Utilities - Regulated Water names. HTO ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWR |
American States Water Co
|
99,178 | $7,499,840 | |
| 2 | AWK |
American Water Works Company, Inc.
|
19,580 | $2,664,642 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
14,328 | $576,988 | |
| 4 | HTO |
H2o America
This page
|
9,221 | $540,996 | |
| 5 | CWT |
California Water Service Group
|
10,894 | $493,933 | |
| 6 | GWRS |
Global Water Resources, Inc.
|
21,946 | $166,570 |
All Filings in HTO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||