Position in HTO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$436,446
+$118,746 QoQ
Shares Held
7,439
+14.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026HighTower Advisors, LLC holds $85,286,298 across 8 Utilities - Regulated Water names. HTO ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
543,833 | $74,010,232 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
99,816 | $4,019,590 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
67,588 | $2,062,109 | |
| 4 | AWR |
American States Water Co
|
20,654 | $1,561,855 | |
| 5 | MSEX |
Middlesex Water Co
|
24,383 | $1,269,135 | |
| 6 | CWT |
California Water Service Group
|
27,852 | $1,262,809 | |
| 7 | CWCO |
Consolidated Water Co. Ltd.
|
20,052 | $664,122 | |
| 8 | HTO |
H2o America
This page
|
7,439 | $436,446 |
All Filings in HTO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $436,446 | 7,439 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $317,700 | 6,485 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $341,581 | 7,014 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $350,121 | 6,737 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $377,196 | 6,897 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $218,044 | 4,430 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $243,887 | 4,197 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $220,024 | 4,058 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $223,813 | 3,955 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $388,505 | 5,945 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $359,337 | 5,978 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $373,265 | 5,324 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $366,718 | 4,817 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||