Position in HTO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$45,818
-$7,627 QoQ
Shares Held
754
-17.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#242
of 314 holders
Holding Since
Jun 2024
9 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, 2026EverSource Wealth Advisors, LLC holds $824,125 across 13 Utilities - Regulated Water names. HTO ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
2,311 | $304,077 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
4,723 | $180,934 | |
| 3 | AWR |
American States Water Co
|
1,932 | $159,638 | |
| 4 | CWT |
California Water Service Group
|
1,113 | $54,145 | |
| 5 | HTO |
H2o America
This page
|
754 | $45,818 | |
| 6 | YORW |
York Water Co
|
866 | $26,542 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
3,427 | $19,807 | |
| 8 | MSEX |
Middlesex Water Co
|
231 | $12,971 |
All Filings in HTO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,818 | 754 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $53,445 | 911 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $25,325 | 517 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $40,080 | 823 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $27,750 | 534 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,788 | 179 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,183 | 85 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $639 | 11 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $596 | 11 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||