Position in HTO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$541,640
+$26,365 QoQ
Shares Held
9,232
-12.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026CITIGROUP INC holds $98,196,690 across 13 Utilities - Regulated Water names. HTO ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
385,493 | $52,461,742 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
879,718 | $35,426,242 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
222,122 | $6,776,941 | |
| 4 | CDZI |
Cadiz Inc
|
229,573 | $1,127,202 | |
| 5 | CWT |
California Water Service Group
|
13,849 | $627,913 | |
| 6 | AWR |
American States Water Co
|
7,817 | $591,121 | |
| 7 | HTO |
H2o America
This page
|
9,232 | $541,640 | |
| 8 | MSEX |
Middlesex Water Co
|
5,300 | $275,864 |
All Filings in HTO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $541,640 | 9,232 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $515,275 | 10,518 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $597,354 | 12,266 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,545,482 | 29,738 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,583,062 | 47,231 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,286,218 | 46,449 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,364,960 | 40,698 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,213,009 | 22,372 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,112,332 | 19,656 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,146,434 | 17,543 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $679,843 | 11,310 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $1,473,851 | 21,022 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $913,483 | 11,999 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,598,874 | 19,693 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $58,463 | 1,015 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $163,825 | 2,625 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $150,152 | 2,158 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $564,152 | 7,707 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $245,809 | 3,721 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $129,131 | 2,040 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $140,656 | 2,233 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $386,612 | 5,574 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $106,199 | 1,745 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $961,027 | 15,473 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $488,501 | 8,456 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||