STIFEL FINANCIAL CORP

Position in HTO — H2o America

CIK 720672 ST. LOUIS, MO

Position in HTO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$883,899

+$102,240 QoQ

Shares Held

14,545

+9.2% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#148

of 313 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Utilities · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $126,288,203 across 5 Utilities - Regulated Water names. HTO ranks #3 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	870,325	$114,517,361
2	WTRG	Essential Utilities, Inc.	261,289	$10,009,980
3	HTO	H2o America This page	14,545	$883,899
4	AWR	American States Water Co	8,075	$667,235
5	CWT	California Water Service Group	4,311	$209,728

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$883,899	14,545	+9.2%	Shares	Defined	2026-08-12
2026-03-31	$781,659	13,323	-26.4%	Shares	Defined	2026-05-12
2025-12-31	$887,256	18,111	-2.5%	Shares	Defined	2026-02-13
2025-09-30	$904,991	18,583	+81.5%	Shares	Defined	2025-11-12
2025-06-30	$531,964	10,236	-2.0%	Shares	Defined	2025-08-14
2025-03-31	$571,455	10,449	+1.7%	Shares	Defined	2025-05-14
2024-12-31	$505,489	10,270	+2.2%	Shares	Defined	2025-02-13
2024-09-30	$583,830	10,047	-13.4%	Shares	Defined	2024-11-14
2024-06-30	$628,680	11,595	-0.7%	Shares	Defined	2024-08-13
2024-03-31	$660,517	11,672	+5.5%	Shares	Defined	2024-05-14
2023-12-31	$722,965	11,063	+0.8%	Shares	Defined	2024-02-12
2023-09-30	$660,007	10,980	+32.5%	Shares	Defined	2023-11-13
2023-06-30	$581,000	8,287	+0.2%	Shares	Defined	2023-08-14
2023-03-31	$629,442	8,268	+1.3%	Shares	Defined	2023-05-12
2022-12-31	$662,347	8,158	+14.1%	Shares	Defined	2023-02-13
2022-06-30	$446,293	7,151	+15.6%	Shares	Defined	2022-08-15
2020-12-31	$429,199	6,188	—	Shares	Defined	2021-02-12
No filing history on record for this holder in this stock.