MORGAN STANLEY

Position in HTO — H2o America

CIK 895421 NEW YORK, NY

Back to HTO Full portfolio

Position in HTO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$35,833,146

-$9,999,911 QoQ

Shares Held

589,652

-24.5% QoQ

Ownership

1.41%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#18

of 313 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Common Shares in HTO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

MORGAN STANLEY holds $932,660,995 across 13 Utilities - Regulated Water names. HTO ranks #7 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	3,554,650	$467,720,839
2	WTRG	Essential Utilities, Inc.	3,276,730	$125,531,517
3	AWR	American States Water Co	904,551	$74,743,043
4	MSEX	Middlesex Water Co	1,101,704	$61,871,693
5	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	9,856,486	$56,970,483
6	CWT	California Water Service Group	948,112	$46,125,643
7	HTO	H2o America This page	589,652	$35,833,146
8	CWCO	Consolidated Water Co. Ltd.	903,915	$26,665,489

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	$35,833,146	589,652	-24.5%	Shares	Defined	2026-08-13
2026-03-31	$45,833,057	781,201	-42.9%	Shares	Defined	2026-05-15
2025-12-31	$67,027,129	1,368,180	+123.0%	Shares	Defined	2026-05-27
2025-09-30	$29,875,738	613,465	-3.8%	Shares	Defined	2026-05-27
2025-06-30	$33,132,635	637,534	+16.6%	Shares	Defined	2025-08-15
2025-03-31	$29,898,797	546,696	+1.8%	Shares	Defined	2025-05-15
2024-12-31	$26,430,493	536,987	-22.5%	Shares	Defined	2025-05-15
2024-09-30	$40,279,811	693,165	+33.7%	Shares	Defined	2025-05-14
2024-06-30	$28,102,381	518,303	+17.0%	Shares	Defined	2025-05-14
2024-03-31	$25,069,759	443,007	+1.5%	Shares	Defined	2024-10-17
2023-12-31	$28,521,282	436,439	+16.7%	Shares	Defined	2024-08-16
2023-09-30	$22,478,911	373,963	+13.0%	Shares	Defined	2023-11-15
2023-06-30	$23,204,232	330,969	+11.4%	Shares	Defined	2023-08-14
2023-03-31	$22,621,262	297,140	-1.5%	Shares	Defined	2023-05-15
2022-12-31	$24,498,914	301,748	+136.9%	Shares	Defined	2023-02-14
2022-09-30	$7,335,413	127,351	-7.4%	Shares	Defined	2022-11-14
2022-06-30	$8,580,934	137,493	+53.5%	Shares	Defined	2022-10-27
2022-03-31	$6,230,467	89,544	-4.2%	Shares	Defined	2022-10-27
2021-12-31	$6,839,147	93,431	+27.6%	Shares	Defined	2022-02-14
2021-09-30	$4,837,767	73,233	+0.8%	Shares	Defined	2021-11-15
2021-06-30	$4,600,577	72,679	+16.5%	Shares	Defined	2021-08-23
2021-03-31	$3,931,203	62,410	-16.4%	Shares	Defined	2021-05-17
2020-12-31	$5,176,404	74,631	+34.0%	Shares	Defined	2021-02-16
2020-09-30	$3,389,840	55,699	-13.7%	Shares	Defined	2020-11-13
2020-06-30	$4,010,876	64,577	-23.9%	Shares	Defined	2020-08-14
2020-03-31	$4,904,670	84,900	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.