Position in HTO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$15,739
+$544 QoQ
Shares Held
259
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#264
of 313 holders
Holding Since
Mar 2025
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 Jun 30, 2026Costello Asset Management, INC holds $5,642,150 across 9 Utilities - Regulated Water names. HTO ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARTNA |
Artesian Resources Corp
|
115,979 | $3,942,126 | |
| 2 | AWK |
American Water Works Company, Inc.
|
6,705 | $882,243 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
17,644 | $675,941 | |
| 4 | YORW |
York Water Co
|
1,927 | $59,062 | |
| 5 | MSEX |
Middlesex Water Co
|
695 | $39,031 | |
| 6 | HTO |
H2o America
This page
|
259 | $15,739 | |
| 7 | CWT |
California Water Service Group
|
275 | $13,378 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
300 | $8,850 |
All Filings in HTO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,739 | 259 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $15,195 | 259 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,639 | 258 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,564 | 258 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $28,947 | 557 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $41,400 | 757 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||