Position in HTO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,284,981
+$572,845 QoQ
Shares Held
21,145
+74.2% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#123
of 314 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, 2026MACQUARIE GROUP LTD holds $30,685,573 across 5 Utilities - Regulated Water names. HTO ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
140,132 | $18,438,567 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
172,270 | $6,599,663 | |
| 3 | CWT |
California Water Service Group
|
46,609 | $2,267,527 | |
| 4 | AWR |
American States Water Co
|
25,352 | $2,094,835 | |
| 5 | HTO |
H2o America
This page
|
21,145 | $1,284,981 |
All Filings in HTO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,284,981 | 21,145 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $712,136 | 12,138 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $899,897 | 18,369 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $894,570 | 18,369 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $996,992 | 19,184 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $707,852 | 12,943 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $963,579 | 19,577 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,057,965 | 35,415 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,047,909 | 19,327 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,054,611 | 18,636 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,217,862 | 18,636 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $707,434 | 11,769 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,012,437 | 28,704 | Shares | Sole | 2023-10-27 | |
| 2023-03-31 | $846,717 | 11,122 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $1,597,981 | 19,682 | Shares | Other | 2023-02-21 | |
| 2022-09-30 | $777,369 | 13,496 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,464,512 | 23,466 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $1,987,064 | 28,558 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,426,960 | 19,494 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $514,871 | 7,794 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $62,160 | 982 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $264,620 | 4,201 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $438,631 | 6,324 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $266,444 | 4,378 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $271,917 | 4,378 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $217,966 | 3,773 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||