Position in HTO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$7,839
+$271 QoQ
Shares Held
129
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#272
of 313 holders
Holding Since
Dec 2022
15 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, 2026MassMutual Private Wealth & Trust, FSB holds $212,912 across 8 Utilities - Regulated Water names. HTO ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
994 | $130,790 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
1,110 | $42,524 | |
| 3 | MSEX |
Middlesex Water Co
|
240 | $13,478 | |
| 4 | CWT |
California Water Service Group
|
176 | $8,562 | |
| 5 | HTO |
H2o America
This page
|
129 | $7,839 | |
| 6 | AWR |
American States Water Co
|
60 | $4,957 | |
| 7 | YORW |
York Water Co
|
128 | $3,923 | |
| 8 | GWRS |
Global Water Resources, Inc.
|
116 | $839 |
All Filings in HTO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,839 | 129 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $7,568 | 129 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,319 | 129 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $8,376 | 172 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,445 | 201 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $12,031 | 220 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $8,761 | 178 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,578 | 96 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $4,934 | 91 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $679 | 12 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,241 | 19 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $1,863 | 31 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $3,645 | 52 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,446 | 19 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2 | 19 | Shares | Sole | 2023-01-06 | |
| No filing history on record for this holder in this stock. | ||||||