Ellevest, Inc.

Position in HTO — H2o America

CIK 1644128 NEW YORK, NY

Position in HTO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$246,300

-$61,072 QoQ

Shares Held

4,053

-22.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#208

of 313 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ellevest, Inc. holds $1,022,809 across 3 Utilities - Regulated Water names. HTO ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	4,333	$570,136
2	HTO	H2o America This page	4,053	$246,300
3	CWT	California Water Service Group	4,242	$206,373

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,300	4,053	-22.6%	Shares	Sole	2026-08-10
2026-03-31	$307,372	5,239	+14.1%	Shares	Sole	2026-05-11
2025-12-31	$224,864	4,590	-11.2%	Shares	Sole	2026-02-10
2024-03-31	$292,400	5,167	-36.8%	Shares	Sole	2024-05-13
2023-12-31	$534,432	8,178	+27.1%	Shares	Sole	2024-02-06
2023-09-30	$386,747	6,434	+49.1%	Shares	Sole	2023-11-09
2023-06-30	$302,524	4,315	+5.2%	Shares	Sole	2023-08-09
2023-03-31	$312,361	4,103	+867.7%	Shares	Sole	2023-05-04
2022-12-31	$34,424	424	+87.6%	Shares	Sole	2023-02-03
2022-09-30	$13,017	226	-5.0%	Shares	Sole	2022-11-02
2022-06-30	$14,853	238	+73.7%	Shares	Sole	2022-07-18
2022-03-31	$9,532	137	-27.1%	Shares	Sole	2022-04-19
2021-12-31	$13,761	188	-28.8%	Shares	Sole	2022-01-24
2021-09-30	$17,439	264	-65.3%	Shares	Sole	2021-10-19
2021-06-30	$48,171	761	-60.8%	Shares	Sole	2021-07-13
2021-03-31	$122,200	1,940	-12.4%	Shares	Sole	2021-05-03
2020-12-31	$153,563	2,214	+21.0%	Shares	Sole	2021-02-04
2020-09-30	$111,312	1,829	+45.2%	Shares	Sole	2020-10-26
2020-06-30	$78,258	1,260	+728.9%	Shares	Sole	2020-07-06
2020-03-31	$8,781	152	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.