Position in HTO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$907,038
+$682,234 QoQ
Shares Held
15,460
+349.4% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
4 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Corient Private Wealth LLC holds $22,777,376 across 6 Utilities - Regulated Water names. HTO ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
124,073 | $16,885,094 | |
| 2 | AWR |
American States Water Co
|
29,402 | $2,223,379 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
41,571 | $1,674,064 | |
| 4 | HTO |
H2o America
This page
|
15,460 | $907,038 | |
| 5 | MSEX |
Middlesex Water Co
|
16,613 | $864,706 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
36,561 | $223,095 |
All Filings in HTO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||