Position in HTO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,681,688
+$41,686 QoQ
Shares Held
27,673
-1.0% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#107
of 314 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $20,649,894 across 10 Utilities - Regulated Water names. HTO ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
214,829 | $8,230,098 | |
| 2 | AWK |
American Water Works Company, Inc.
|
55,050 | $7,243,479 | |
| 3 | HTO |
H2o America
This page
|
27,673 | $1,681,688 | |
| 4 | AWR |
American States Water Co
|
13,604 | $1,124,098 | |
| 5 | CWT |
California Water Service Group
|
12,402 | $603,357 | |
| 6 | MSEX |
Middlesex Water Co
|
9,344 | $524,759 | |
| 7 | GWRS |
Global Water Resources, Inc.
|
66,750 | $483,270 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
11,253 | $331,963 |
All Filings in HTO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,681,688 | 27,673 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,640,002 | 27,953 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,248,363 | 25,482 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||