Position in HTO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$87,265
+$2,077 QoQ
Shares Held
1,436
-1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#233
of 314 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026IFP Advisors, Inc holds $601,298 across 11 Utilities - Regulated Water names. HTO ranks #4 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
5,583 | $213,884 | |
| 2 | AWK |
American Water Works Company, Inc.
|
855 | $112,500 | |
| 3 | AWR |
American States Water Co
|
1,179 | $97,420 | |
| 4 | HTO |
H2o America
This page
|
1,436 | $87,265 | |
| 5 | CWT |
California Water Service Group
|
1,213 | $59,012 | |
| 6 | YORW |
York Water Co
|
376 | $11,524 | |
| 7 | CWCO |
Consolidated Water Co. Ltd.
|
244 | $7,198 | |
| 8 | MSEX |
Middlesex Water Co
|
110 | $6,177 |
All Filings in HTO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,265 | 1,436 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $85,188 | 1,452 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $47,814 | 976 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $19,820 | 407 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $12,057 | 232 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $49 | 1 | Shares | Sole | 2025-02-04 | |
| 2023-03-31 | $76 | 1 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $34 | 538 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $30,988 | 538 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $33,576 | 538 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $22,543 | 324 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $7,832 | 107 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $6,539 | 99 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $5,570 | 88 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $5,543 | 88 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $26,842 | 387 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $23,552 | 387 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $24,160 | 389 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $31,426 | 544 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||