Position in HTO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$352,951
+$118,330 QoQ
Shares Held
5,808
+45.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#201
of 313 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $29,498,496 across 3 Utilities - Regulated Water names. HTO ranks #2 (1.2% of the industry book) .
All Filings in HTO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,951 | 5,808 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $234,621 | 3,999 | Shares | Defined | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||