Position in HTO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,805,751
-$464,632 QoQ
Shares Held
79,081
-12.0% QoQ
Ownership
0.189%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 313 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 98%
None 2%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $88,183,141 across 9 Utilities - Regulated Water names. HTO ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
406,504 | $53,487,793 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
322,647 | $12,360,606 | |
| 3 | AWR |
American States Water Co
|
86,353 | $7,135,348 | |
| 4 | CWT |
California Water Service Group
|
130,513 | $6,349,456 | |
| 5 | HTO |
H2o America
This page
|
79,081 | $4,805,751 | |
| 6 | MSEX |
Middlesex Water Co
|
36,963 | $2,075,841 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
193,024 | $1,115,678 | |
| 8 | ARTNA |
Artesian Resources Corp
|
15,046 | $511,412 |
All Filings in HTO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,805,751 | 79,081 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,270,383 | 89,831 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,958,571 | 101,216 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,266,368 | 108,139 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,673,044 | 109,160 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,082,292 | 111,214 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,572,337 | 72,579 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,214,572 | 106,945 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,173,379 | 113,858 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,986,200 | 88,111 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,849,935 | 89,517 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,640,360 | 93,834 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,828,783 | 97,401 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,615,967 | 100,039 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $8,094,805 | 99,702 | Shares | Defined | 2023-02-14 | |
| 2021-06-30 | $3,181,710 | 50,264 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,830,392 | 44,934 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,229,576 | 32,145 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,640,115 | 26,949 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,360,021 | 21,897 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $784,746 | 13,584 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||