Position in HTO
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$2,024,309
+$1,117,271 QoQ
Shares Held
33,311
+115.5% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 314 holders
Holding Since
Jun 2023
5 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, 2026Corient Private Wealth LLC holds $19,687,685 across 7 Utilities - Regulated Water names. HTO ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
84,877 | $11,168,115 | |
| 2 | AWR |
American States Water Co
|
36,575 | $3,022,192 | |
| 3 | HTO |
H2o America
This page
|
33,311 | $2,024,309 | |
| 4 | WTRG |
Essential Utilities, Inc.
|
31,982 | $1,225,230 | |
| 5 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
174,844 | $1,010,598 | |
| 6 | MSEX |
Middlesex Water Co
|
17,591 | $987,910 | |
| 7 | CWT |
California Water Service Group
|
5,125 | $249,331 |
All Filings in HTO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,024,309 | 33,311 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $907,038 | 15,460 | Shares | Sole | 2026-05-15 | |
| 2023-12-31 | $224,804 | 3,440 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $212,007 | 3,527 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $244,613 | 3,489 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||