Position in HTO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,272,858
-$1,215,484 QoQ
Shares Held
37,401
-37.1% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#92
of 314 holders
Holding Since
Dec 2024
7 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, 2026New Age Alpha Advisors, LLC holds $2,584,835 across 3 Utilities - Regulated Water names. HTO ranks #1 (87.9% of the industry book) .
All Filings in HTO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,272,858 | 37,401 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,488,342 | 59,457 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,020,282 | 61,651 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,990,764 | 61,412 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,266,782 | 62,859 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,583,343 | 65,521 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,079,348 | 42,246 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||