Position in HTO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$419,434
+$177,773 QoQ
Shares Held
6,902
+67.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#191
of 314 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Focus Partners Wealth holds $8,502,655 across 6 Utilities - Regulated Water names. HTO ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
20,462 | $2,692,389 | |
| 2 | CWT |
California Water Service Group
|
45,014 | $2,189,931 | |
| 3 | AWR |
American States Water Co
|
19,282 | $1,593,271 | |
| 4 | WTRG |
Essential Utilities, Inc.
|
39,799 | $1,524,699 | |
| 5 | HTO |
H2o America
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|
6,902 | $419,434 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
14,348 | $82,931 |
All Filings in HTO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,434 | 6,902 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $241,661 | 4,119 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||