Position in HTO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$52,140
+$1,802 QoQ
Shares Held
858
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#240
of 314 holders
Holding Since
Sep 2022
16 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, 2026PRIVATE TRUST CO NA holds $404,231 across 4 Utilities - Regulated Water names. HTO ranks #3 (12.9% of the industry book) .
All Filings in HTO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,140 | 858 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $50,338 | 858 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $42,033 | 858 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $41,784 | 858 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $44,434 | 855 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $46,759 | 855 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $42,083 | 855 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $49,684 | 855 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $46,358 | 855 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $91,109 | 1,610 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $105,213 | 1,610 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $96,777 | 1,610 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $112,877 | 1,610 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $122,569 | 1,610 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $130,715 | 1,610 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $49,248 | 855 | Shares | Defined | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||