Position in HTO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$609,991
+$133,123 QoQ
Shares Held
10,397
+6.8% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Creative Planning holds $21,871,085 across 8 Utilities - Regulated Water names. HTO ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
68,826 | $9,366,530 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
200,642 | $8,079,853 | |
| 3 | AWR |
American States Water Co
|
27,452 | $2,075,920 | |
| 4 | CWT |
California Water Service Group
|
18,240 | $827,001 | |
| 5 | HTO |
H2o America
This page
|
10,397 | $609,991 | |
| 6 | YORW |
York Water Co
|
19,257 | $586,375 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
45,134 | $275,407 | |
| 8 | CDZI |
Cadiz Inc
|
10,185 | $50,008 |
All Filings in HTO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $609,991 | 10,397 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $476,868 | 9,734 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $254,067 | 5,217 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $626,862 | 12,062 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $470,552 | 8,604 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $458,435 | 9,314 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $749,676 | 12,901 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $643,753 | 11,873 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $614,283 | 10,855 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $790,276 | 12,093 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $671,007 | 11,163 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $731,457 | 10,433 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $789,544 | 10,371 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $789,329 | 9,722 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $542,822 | 9,424 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $566,994 | 9,085 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $632,899 | 9,096 | Shares | Sole | 2022-05-16 | |
| 2020-09-30 | $455,780 | 7,489 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||