Position in HTO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$34,942
+$10,301 QoQ
Shares Held
575
+36.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#251
of 313 holders
Holding Since
Dec 2020
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, 2026Pinnacle Wealth Planning Services, Inc. holds $361,451 across 8 Utilities - Regulated Water names. HTO ranks #7 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
11,319 | $65,423 | |
| 2 | CWCO |
Consolidated Water Co. Ltd.
|
2,175 | $64,162 | |
| 3 | AWR |
American States Water Co
|
640 | $52,883 | |
| 4 | AWK |
American Water Works Company, Inc.
|
392 | $51,579 | |
| 5 | MSEX |
Middlesex Water Co
|
727 | $40,828 | |
| 6 | CWT |
California Water Service Group
|
833 | $40,525 | |
| 7 | HTO |
H2o America
This page
|
575 | $34,942 | |
| 8 | WTRG |
Essential Utilities, Inc.
|
290 | $11,109 |
All Filings in HTO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,942 | 575 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $24,641 | 420 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $18,812 | 384 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $66,100 | 953 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||