Position in HTO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$774,331
-$811,695 QoQ
Shares Held
12,742
-52.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#157
of 314 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Ethic Inc. holds $18,820,920 across 7 Utilities - Regulated Water names. HTO ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
114,815 | $15,107,357 | |
| 2 | AWR |
American States Water Co
|
11,670 | $964,292 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
21,478 | $822,822 | |
| 4 | HTO |
H2o America
This page
|
12,742 | $774,331 | |
| 5 | CWT |
California Water Service Group
|
12,749 | $620,238 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
52,359 | $302,635 | |
| 7 | MSEX |
Middlesex Water Co
|
4,082 | $229,245 |
All Filings in HTO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,331 | 12,742 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,586,026 | 27,033 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,068,814 | 21,817 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $751,733 | 15,436 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $826,374 | 15,901 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $372,767 | 6,816 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $304,917 | 6,195 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $840,444 | 14,463 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $501,155 | 9,243 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $818,461 | 14,463 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,316,802 | 20,150 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $890,649 | 14,817 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,009,303 | 14,396 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $768,380 | 10,093 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $401,890 | 4,950 | Shares | Sole | 2023-02-14 | |
| 2020-12-31 | $224,310 | 3,234 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $239,240 | 3,931 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||