Position in HTO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$9,445
+$2,147 QoQ
Shares Held
161
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Parkside Financial Bank & Trust holds $161,279 across 9 Utilities - Regulated Water names. HTO ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
709 | $96,487 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
876 | $35,276 | |
| 3 | AWR |
American States Water Co
|
156 | $11,796 | |
| 4 | HTO |
H2o America
This page
|
161 | $9,445 | |
| 5 | CWT |
California Water Service Group
|
107 | $4,850 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
205 | $1,250 | |
| 7 | PCYO |
Pure Cycle Corp
|
95 | $955 | |
| 8 | MSEX |
Middlesex Water Co
|
12 | $624 |
All Filings in HTO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,445 | 161 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,298 | 149 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,817 | 140 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $655 | 12 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $393 | 8 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $464 | 8 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $433 | 8 | Shares | Defined | 2024-08-05 | |
| 2023-09-30 | $1,382 | 23 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $70 | 1 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $228 | 3 | Shares | Defined | 2023-05-04 | |
| 2021-03-31 | $486,282 | 7,720 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $535,459 | 7,720 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $469,839 | 7,720 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $479,489 | 7,720 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $457,538 | 7,920 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||