Position in HTO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$410,987
-$194,663 QoQ
Shares Held
6,763
-34.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#192
of 313 holders
Holding Since
Sep 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, 2026Ridgewood Investments LLC holds $1,212,432 across 2 Utilities - Regulated Water names. HTO ranks #2 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
20,920 | $801,445 | |
| 2 | HTO |
H2o America
This page
|
6,763 | $410,987 |
All Filings in HTO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,987 | 6,763 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $605,650 | 10,323 | Shares | Sole | 2026-04-03 | |
| 2025-09-30 | $336,565 | 6,911 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||