Position in HTO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,545,995
+$902,554 QoQ
Shares Held
189,995
+4.7% QoQ
Ownership
0.454%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#36
of 313 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $102,596,935 across 7 Utilities - Regulated Water names. HTO ranks #5 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
222,681 | $29,300,365 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
643,984 | $24,671,025 | |
| 3 | AWR |
American States Water Co
|
190,996 | $15,781,999 | |
| 4 | CWT |
California Water Service Group
|
289,290 | $14,073,958 | |
| 5 | HTO |
H2o America
This page
|
189,995 | $11,545,995 | |
| 6 | MSEX |
Middlesex Water Co
|
107,530 | $6,038,884 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
204,967 | $1,184,709 |
All Filings in HTO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,545,995 | 189,995 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $10,643,441 | 181,412 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $7,774,761 | 158,701 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $7,713,933 | 158,397 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $8,018,346 | 154,288 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $8,253,103 | 150,907 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $7,231,107 | 146,914 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $8,167,476 | 140,552 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $8,669,994 | 159,904 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $9,290,889 | 164,179 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $11,488,594 | 175,801 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $10,425,357 | 173,438 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $11,823,140 | 168,637 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $12,278,703 | 161,286 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $13,224,714 | 162,886 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $521,855 | 9,060 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,160,825 | 18,600 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,306,716 | 33,152 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $2,434,412 | 33,257 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $3,377,647 | 51,130 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $3,297,803 | 52,098 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $995,619 | 15,806 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $1,041,509 | 15,016 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $530,273 | 8,713 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $805,380 | 12,967 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $1,309,645 | 22,670 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||