Position in HTO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,471,577
-$381,722 QoQ
Shares Held
73,582
-11.0% QoQ
Ownership
0.176%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#69
of 314 holders
Holding Since
Dec 2022
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, 2026Boston Trust Walden Corp holds $109,383,167 across 3 Utilities - Regulated Water names. HTO ranks #3 (4.1% of the industry book) .
All Filings in HTO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,471,577 | 73,582 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $4,853,299 | 82,722 | Shares | Defined | 2026-04-24 | |
| 2023-03-31 | $213,773 | 2,808 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $227,981 | 2,808 | Shares | Defined | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||