Position in HTO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$530,552
+$132,215 QoQ
Shares Held
9,043
+11.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026CWM, LLC holds $8,554,656 across 12 Utilities - Regulated Water names. HTO ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
17,734 | $2,413,420 | |
| 2 | AWR |
American States Water Co
|
28,323 | $2,141,785 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
50,380 | $2,028,802 | |
| 4 | HTO |
H2o America
This page
|
9,043 | $530,552 | |
| 5 | CWT |
California Water Service Group
|
10,873 | $492,981 | |
| 6 | YORW |
York Water Co
|
8,588 | $261,504 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
27,145 | $165,638 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
4,692 | $155,399 |
All Filings in HTO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $530,552 | 9,043 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $398,337 | 8,131 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $389,405 | 7,996 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $245,142 | 4,717 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $76,292 | 1,395 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $20,180 | 410 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $53,461 | 920 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $28,194 | 520 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $10,355 | 183 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1 | 17 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $11,481 | 191 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $10,937 | 156 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,613 | 100 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $4,059 | 50 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,974 | 69 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $811 | 13 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,192 | 89 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $878 | 12 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||