Position in HTO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$715,715
+$451,855 QoQ
Shares Held
12,199
+126.5% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
6 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, 2026Cetera Investment Advisers holds $25,523,407 across 7 Utilities - Regulated Water names. HTO ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
249,090 | $10,030,854 | |
| 2 | AWK |
American Water Works Company, Inc.
|
68,547 | $9,328,561 | |
| 3 | AWR |
American States Water Co
|
56,609 | $4,280,772 | |
| 4 | HTO |
H2o America
This page
|
12,199 | $715,715 | |
| 5 | CWT |
California Water Service Group
|
13,714 | $621,792 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
44,755 | $273,095 | |
| 7 | YORW |
York Water Co
|
8,953 | $272,618 |
All Filings in HTO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $715,715 | 12,199 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $263,860 | 5,386 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $227,964 | 4,681 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $272,184 | 5,020 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $296,644 | 5,242 | Shares | Sole | 2024-05-24 | |
| 2022-12-31 | $207,440 | 2,555 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||