LPL Financial LLC

Position in HTO — H2o America

CIK 1403438 FORT MILL, SC

Position in HTO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$994,804

+$391,618 QoQ

Shares Held

16,370

+59.2% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#141

of 314 holders

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Utilities · as of Jun 30, 2026

LPL Financial LLC holds $91,075,028 across 10 Utilities - Regulated Water names. HTO ranks #9 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	466,253	$61,349,569
2	WTRG	Essential Utilities, Inc.	405,949	$15,551,906
3	AWR	American States Water Co	56,489	$4,667,686
4	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	430,538	$2,488,509
5	ARTNA	Artesian Resources Corp	44,462	$1,511,263
6	YORW	York Water Co	45,144	$1,383,663
7	MSEX	Middlesex Water Co	22,605	$1,269,496
8	CWT	California Water Service Group	23,265	$1,131,842

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$994,804	16,370	+59.2%	Shares	Sole	2026-08-07
2026-03-31	$603,186	10,281	+59.5%	Shares	Sole	2026-05-06
2025-12-31	$315,789	6,446	+63.8%	Shares	Sole	2026-02-11
2023-09-30	$236,592	3,936	-1.2%	Shares	Sole	2023-11-13
2023-06-30	$279,248	3,983	+8.5%	Shares	Sole	2023-07-31
2023-03-31	$279,397	3,670	-14.0%	Shares	Sole	2023-05-10
2022-12-31	$346,600	4,269	+1.2%	Shares	Sole	2023-02-07
2022-09-30	$242,956	4,218	-13.4%	Shares	Sole	2022-11-14
2022-06-30	$304,123	4,873	-9.3%	Shares	Sole	2022-08-12
2022-03-31	$373,992	5,375	+16.6%	Shares	Sole	2022-05-16
2021-12-31	$337,525	4,611	+0.8%	Shares	Sole	2022-02-14
2021-09-30	$302,158	4,574	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.