Position in HTO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,215
+$42 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#287
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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $157,849 across 6 Utilities - Regulated Water names. HTO ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWR |
American States Water Co
|
1,537 | $127,002 | |
| 2 | AWK |
American Water Works Company, Inc.
|
134 | $17,631 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
250 | $9,577 | |
| 4 | CWT |
California Water Service Group
|
36 | $1,751 | |
| 5 | HTO |
H2o America
This page
|
20 | $1,215 | |
| 6 | MSEX |
Middlesex Water Co
|
12 | $673 |
All Filings in HTO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,215 | 20 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,173 | 20 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $979 | 20 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $974 | 20 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,039 | 20 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,093 | 20 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $984 | 20 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,162 | 20 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,084 | 20 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,131 | 20 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,307 | 20 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,202 | 20 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,402 | 20 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,522 | 20 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,623 | 20 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||