WELLINGTON MANAGEMENT GROUP LLP

Position in HTO — H2o America

CIK 902219 Boston, MA

Position in HTO

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

Position Value

$121,287,133

+$26,618,925 QoQ

Shares Held

1,995,839

+23.7% QoQ

Ownership

4.77%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

of 313 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 64% None 36%

Utilities · as of Jun 30, 2026

WELLINGTON MANAGEMENT GROUP LLP holds $2,157,617,439 across 4 Utilities - Regulated Water names. HTO ranks #2 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	14,911,963	$1,962,116,087
2	HTO	H2o America This page	1,995,839	$121,287,133
3	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	12,283,156	$70,996,640
4	WTRG	Essential Utilities, Inc.	83,988	$3,217,579

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$121,287,133	1,995,839	+23.7%	Shares	Defined	2026-08-14
2026-03-31	$94,668,208	1,613,571	—	Shares	Defined	2026-05-15
No filing history on record for this holder in this stock.