Position in HTO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,181
+$386 QoQ
Shares Held
184
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#269
of 313 holders
Holding Since
Sep 2025
4 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, 2026Steward Partners Investment Advisory, LLC holds $8,352,186 across 9 Utilities - Regulated Water names. HTO ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
49,662 | $6,534,525 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
35,247 | $1,350,312 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
32,550 | $188,139 | |
| 4 | CWT |
California Water Service Group
|
3,650 | $177,572 | |
| 5 | MSEX |
Middlesex Water Co
|
971 | $54,531 | |
| 6 | AWR |
American States Water Co
|
430 | $35,530 | |
| 7 | HTO |
H2o America
This page
|
184 | $11,181 | |
| 8 | PCYO |
Pure Cycle Corp
|
33 | $353 |
All Filings in HTO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,181 | 184 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,795 | 184 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,014 | 184 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,960 | 184 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||