Legal & General Group Plc

Position in HTO — H2o America

CIK 764068 London, X0

Back to HTO Full portfolio

Position in HTO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$34,732,849

+$2,846,762 QoQ

Shares Held

571,546

+5.2% QoQ

Ownership

1.37%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#19

of 313 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in HTO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

Legal & General Group Plc holds $734,750,002 across 12 Utilities - Regulated Water names. HTO ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	3,372,753	$443,786,838
2	WTRG	Essential Utilities, Inc.	3,504,219	$134,246,628
3	CWT	California Water Service Group	807,510	$39,285,360
4	HTO	H2o America This page	571,546	$34,732,849
5	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	5,062,447	$29,260,943
6	MSEX	Middlesex Water Co	437,504	$24,570,223
7	AWR	American States Water Co	228,364	$18,869,716
8	YORW	York Water Co	321,660	$9,858,878

All Filings in HTO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,732,849	571,546	+5.2%	Shares	Defined	2026-08-14
2026-03-31	$31,886,087	543,482	-4.5%	Shares	Defined	2026-05-08
2025-12-31	$27,866,589	568,822	+1.4%	Shares	Defined	2026-02-09
2025-09-30	$27,321,673	561,020	+15.2%	Shares	Defined	2025-11-13
2025-06-30	$25,309,337	486,999	+8.7%	Shares	Defined	2025-08-12
2025-03-31	$24,499,861	447,977	+23.7%	Shares	Defined	2025-05-15
2024-12-31	$17,824,185	362,133	-1.5%	Shares	Defined	2025-02-13
2024-09-30	$21,362,512	367,622	-3.3%	Shares	Defined	2025-02-28
2024-06-30	$20,614,497	380,201	-1.1%	Shares	Defined	2025-05-29
2024-03-31	$21,746,348	384,279	+5.0%	Shares	Defined	2025-05-29
2023-12-31	$23,913,198	365,925	+5.7%	Shares	Defined	2025-05-29
2023-09-30	$20,802,507	346,074	+5.0%	Shares	Defined	2023-11-14
2023-06-30	$23,099,842	329,480	+7.2%	Shares	Defined	2023-08-14
2023-03-31	$23,394,062	307,291	+3.5%	Shares	Defined	2023-05-15
2022-12-31	$24,115,216	297,022	+31.4%	Shares	Defined	2023-02-14
2022-09-30	$13,017,311	225,995	-9.0%	Shares	Defined	2022-11-14
2022-06-30	$15,493,219	248,249	-8.3%	Shares	Defined	2022-08-22
2022-03-31	$18,840,663	270,777	-5.7%	Shares	Defined	2022-05-16
2021-12-31	$21,022,088	287,187	+6.9%	Shares	Defined	2022-02-14
2021-09-30	$17,745,630	268,629	+15.0%	Shares	Defined	2021-11-15
2021-06-30	$14,782,131	233,525	+14.5%	Shares	Defined	2021-08-12
2021-03-31	$12,852,164	204,035	+21.4%	Shares	Defined	2021-05-17
2020-12-31	$11,654,698	168,032	-3.5%	Shares	Defined	2021-02-12
2020-09-30	$10,602,237	174,207	+8.2%	Shares	Defined	2020-11-13
2020-06-30	$9,998,156	160,975	+11.5%	Shares	Defined	2020-08-14
2020-03-31	$8,341,813	144,397	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.