Position in HTO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$560,907
+$195,393 QoQ
Shares Held
9,230
+48.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#173
of 313 holders
Holding Since
Dec 2025
3 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, 2026Loudon Investment Management, LLC holds $1,153,294 across 2 Utilities - Regulated Water names. HTO ranks #2 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
15,463 | $592,387 | |
| 2 | HTO |
H2o America
This page
|
9,230 | $560,907 |
All Filings in HTO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,907 | 9,230 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $365,514 | 6,230 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $266,995 | 5,450 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||