Position in HTO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,426,971
New position
Shares Held
24,322
first reported quarter
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Baird Financial Group, Inc. holds $43,617,456 across 7 Utilities - Regulated Water names. HTO ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
251,020 | $34,161,311 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
129,188 | $5,202,400 | |
| 3 | MSEX |
Middlesex Water Co
|
31,395 | $1,634,109 | |
| 4 | HTO |
H2o America
This page
|
24,322 | $1,426,971 | |
| 5 | AWR |
American States Water Co
|
7,318 | $553,386 | |
| 6 | CWT |
California Water Service Group
|
7,913 | $358,774 | |
| 7 | YORW |
York Water Co
|
9,212 | $280,505 |
All Filings in HTO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,426,971 | 24,322 | Shares | Defined | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||