FIRST CITIZENS BANK & TRUST CO

Bank

Position in HTO — H2o America

CIK 1092203 RALEIGH, NC

Position in HTO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$472,912

+$2,555 QoQ

Shares Held

7,782

-2.9% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#185

of 313 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

FIRST CITIZENS BANK & TRUST CO holds $1,561,007 across 4 Utilities - Regulated Water names. HTO ranks #2 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc.	13,957	$534,692
2	HTO	H2o America This page	7,782	$472,912
3	AWR	American States Water Co	3,382	$279,454
4	AWK	American Water Works Company, Inc.	2,082	$273,949

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$472,912	7,782	-2.9%	Shares	Sole	2026-07-13
2026-03-31	$470,357	8,017	+29.1%	Shares	Sole	2026-05-13
2025-12-31	$304,178	6,209	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.