Position in HTO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$876,303
+$266,312 QoQ
Shares Held
14,420
+38.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#151
of 315 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Creative Planning holds $27,334,912 across 8 Utilities - Regulated Water names. HTO ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
86,061 | $11,323,906 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
201,982 | $7,737,929 | |
| 3 | AWR |
American States Water Co
|
44,239 | $3,655,468 | |
| 4 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
286,971 | $1,658,692 | |
| 5 | CWT |
California Water Service Group
|
27,434 | $1,334,664 | |
| 6 | HTO |
H2o America
This page
|
14,420 | $876,303 | |
| 7 | YORW |
York Water Co
|
14,247 | $436,670 | |
| 8 | ARTNA |
Artesian Resources Corp
|
9,158 | $311,280 |
All Filings in HTO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,303 | 14,420 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||