Position in HTO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,154
+$420 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#269
of 314 holders
Holding Since
Mar 2026
2 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, 2026SHP Wealth Management holds $57,002 across 6 Utilities - Regulated Water names. HTO ranks #3 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSEX |
Middlesex Water Co
|
348 | $19,543 | |
| 2 | AWK |
American Water Works Company, Inc.
|
130 | $17,105 | |
| 3 | HTO |
H2o America
This page
|
200 | $12,154 | |
| 4 | WTRG |
Essential Utilities, Inc.
|
100 | $3,831 | |
| 5 | CWCO |
Consolidated Water Co. Ltd.
|
86 | $2,537 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
317 | $1,832 |
All Filings in HTO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,154 | 200 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,734 | 200 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||