Position in HTO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,011,577
+$727,211 QoQ
Shares Held
16,646
+310.4% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#138
of 314 holders
Holding Since
Jun 2020
4 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $77,996,571 across 6 Utilities - Regulated Water names. HTO ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
546,469 | $71,904,391 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
81,214 | $3,111,308 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
246,533 | $1,424,960 | |
| 4 | HTO |
H2o America
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|
16,646 | $1,011,577 | |
| 5 | AWR |
American States Water Co
|
3,583 | $296,063 | |
| 6 | CWCO |
Consolidated Water Co. Ltd.
|
8,416 | $248,272 |
All Filings in HTO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,011,577 | 16,646 | Shares | Sole | 2026-08-03 | |
| 2023-06-30 | $284,366 | 4,056 | Shares | Sole | 2023-08-04 | |
| 2020-09-30 | $280,442 | 4,608 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $222,912 | 3,589 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||