Position in HTO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$709,915
-$99,672 QoQ
Shares Held
11,682
-15.3% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#160
of 313 holders
Holding Since
Dec 2025
3 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, 2026Abacus Wealth Partners, LLC holds $1,085,575 across 2 Utilities - Regulated Water names. HTO ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTO |
H2o America
This page
|
11,682 | $709,915 | |
| 2 | AWK |
American Water Works Company, Inc.
|
2,855 | $375,660 |
All Filings in HTO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,915 | 11,682 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $809,587 | 13,799 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $521,253 | 10,640 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||