Position in HTO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,804,839
+$81,495 QoQ
Shares Held
46,155
-0.6% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#84
of 314 holders
Holding Since
Mar 2022
18 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, 2026Clean Yield Group holds $10,625,826 across 5 Utilities - Regulated Water names. HTO ranks #2 (26.4% of the industry book) .
All Filings in HTO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,804,839 | 46,155 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,723,344 | 46,418 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,092,166 | 42,706 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,468,359 | 50,685 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,775,094 | 53,398 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,512,191 | 64,220 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,677,127 | 74,708 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $5,706,343 | 98,199 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $6,557,854 | 120,949 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $6,535,522 | 115,489 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $5,774,326 | 88,360 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,762,936 | 79,237 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,868,718 | 69,444 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,394,115 | 70,854 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $6,408,245 | 78,929 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,904,640 | 85,150 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $5,368,196 | 86,015 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,179,318 | 45,693 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||