Envestnet Portfolio Solutions, Inc.

Position in HTO — H2o America

CIK 1998033 BERWYN, PA

Position in HTO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$404,120

+$5,341 QoQ

Shares Held

6,650

-2.2% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#194

of 313 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $1,594,556 across 4 Utilities - Regulated Water names. HTO ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc.	13,801	$528,716
2	HTO	H2o America This page	6,650	$404,120
3	AWK	American Water Works Company, Inc.	2,995	$394,082
4	AWR	American States Water Co	3,239	$267,638

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404,120	6,650	-2.2%	Shares	Sole	2026-07-20
2026-03-31	$398,779	6,797	+33.5%	Shares	Sole	2026-04-29
2025-12-31	$249,506	5,093	—	Shares	Sole	2026-02-06
No filing history on record for this holder in this stock.