Position in HTO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$79,440,183
+$2,601,317 QoQ
Shares Held
1,307,227
-0.2% QoQ
Ownership
3.12%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#7
of 313 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $121,676,246 across 8 Utilities - Regulated Water names. HTO ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTO |
H2o America
This page
|
1,307,227 | $79,440,183 | |
| 2 | AWK |
American Water Works Company, Inc.
|
237,458 | $31,244,723 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
104,650 | $4,009,140 | |
| 4 | AWR |
American States Water Co
|
44,351 | $3,664,722 | |
| 5 | CWT |
California Water Service Group
|
38,046 | $1,850,937 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
130,500 | $754,289 | |
| 7 | MSEX |
Middlesex Water Co
|
6,969 | $391,378 | |
| 8 | YORW |
York Water Co
|
10,469 | $320,874 |
All Filings in HTO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,440,183 | 1,307,227 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $76,838,866 | 1,309,679 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $70,829,839 | 1,445,802 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $70,534,498 | 1,448,347 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $74,914,547 | 1,441,496 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $79,970,397 | 1,462,249 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $71,829,945 | 1,459,365 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $84,714,675 | 1,457,833 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $78,924,855 | 1,455,641 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $88,267,327 | 1,559,769 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $105,245,586 | 1,610,491 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $96,784,794 | 1,610,128 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $112,908,158 | 1,610,443 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $121,026,830 | 1,589,739 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $129,070,422 | 1,589,733 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||