Position in HTO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$450,761
+$110,232 QoQ
Shares Held
7,683
+10.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
4 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $9,568,921 across 9 Utilities - Regulated Water names. HTO ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
24,472 | $3,330,394 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
64,996 | $2,617,388 | |
| 3 | AWR |
American States Water Co
|
19,559 | $1,479,051 | |
| 4 | CWCO |
Consolidated Water Co. Ltd.
|
18,914 | $626,431 | |
| 5 | CWT |
California Water Service Group
|
12,667 | $574,321 | |
| 6 | HTO |
H2o America
This page
|
7,683 | $450,761 | |
| 7 | YORW |
York Water Co
|
12,352 | $376,118 | |
| 8 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
10,208 | $62,289 |
All Filings in HTO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $450,761 | 7,683 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $340,529 | 6,951 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $203,273 | 4,174 | Shares | Sole | 2025-11-14 | |
| 2021-09-30 | $395,765 | 5,991 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||