Position in HTO
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$456,980
+$77,651 QoQ
Shares Held
7,789
+0.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Perigon Wealth Management, LLC holds $4,831,244 across 10 Utilities - Regulated Water names. HTO ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
8,949 | $1,217,869 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
25,755 | $1,037,153 | |
| 3 | AWR |
American States Water Co
|
7,526 | $569,116 | |
| 4 | CWT |
California Water Service Group
|
10,692 | $484,775 | |
| 5 | HTO |
H2o America
This page
|
7,789 | $456,980 | |
| 6 | YORW |
York Water Co
|
8,447 | $257,211 | |
| 7 | ARTNA |
Artesian Resources Corp
|
7,058 | $224,797 | |
| 8 | MSEX |
Middlesex Water Co
|
4,093 | $213,040 |
All Filings in HTO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $456,980 | 7,789 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $379,329 | 7,743 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||