Position in HTO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,194,919
+$418,775 QoQ
Shares Held
19,663
+48.6% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#128
of 314 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $71,476,653 across 6 Utilities - Regulated Water names. HTO ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
440,823 | $58,003,487 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
142,094 | $5,443,619 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
757,003 | $4,375,476 | |
| 4 | AWR |
American States Water Co
|
15,577 | $1,287,126 | |
| 5 | HTO |
H2o America
This page
|
19,663 | $1,194,919 | |
| 6 | CWT |
California Water Service Group
|
24,091 | $1,172,026 |
All Filings in HTO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,194,919 | 19,663 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $776,144 | 13,229 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $565,147 | 11,536 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $635,826 | 13,056 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $825,491 | 15,884 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $891,281 | 16,297 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $745,337 | 15,143 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,261,625 | 21,711 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $907,480 | 16,737 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,123,367 | 19,851 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,879,400 | 28,759 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $1,540,256 | 25,624 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,775,042 | 25,318 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $2,056,422 | 27,012 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $2,387,228 | 29,403 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $1,712,332 | 29,728 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,770,195 | 28,364 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,394,869 | 20,047 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,414,369 | 19,322 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,110,732 | 16,814 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,028,054 | 16,241 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $996,186 | 15,815 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,257,772 | 18,134 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $948,927 | 15,592 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $580,976 | 9,354 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $418,196 | 7,239 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||