CYG
HTO

Clean Yield Group’s H2O America HTO Stock Holding History

Clean Yield Group’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.8M Sell
46,155
-263
-0.6% -$15.2K 0.7% 52
2026
Q1 		$2.72M Buy
46,418
+3,712
+9% +$202K 0.77% 47
2025
Q4 		$2.09M Sell
42,706
-7,979
-16% -$383K 0.58% 53
2025
Q3 		$2.47M Sell
50,685
-2,713
-5% -$135K 0.7% 50
2025
Q2 		$2.78M Sell
53,398
-10,822
-17% -$575K 0.83% 43
2025
Q1 		$3.51M Sell
64,220
-10,488
-14% -$537K 1.14% 30
2024
Q4 		$3.68M Sell
74,708
-23,491
-24% -$1.29M 1.17% 30
2024
Q3 		$5.71M Sell
98,199
-22,750
-19% -$1.33M 1.81% 15
2024
Q2 		$6.56M Buy
120,949
+5,460
+5% +$299K 2.45% 7
2024
Q1 		$6.54M Buy
115,489
+27,129
+31% +$1.61M 2.54% 9
2023
Q4 		$5.77M Buy
88,360
+9,123
+12% +$579K 2.43% 9
2023
Q3 		$4.86M Buy
79,237
+9,793
+14% +$657K 2.16% 11
2023
Q2 		$4.87M Sell
69,444
-1,410
-2% -$106K 2.01% 14
2023
Q1 		$5.39M Sell
70,854
-8,075
-10% -$624K 2.3% 11
2022
Q4 		$6.41M Sell
78,929
-6,221
-7% -$445K 2.75% 6
2022
Q3 		$4.91M Sell
85,150
-865
-1% -$55.7K 2.28% 10
2022
Q2 		$5.37M Buy
86,015
+40,322
+88% +$2.49M 2.22% 10
2022
Q1 		$3.18M Buy
+45,693
New +$3.08M 1.12% 32

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Clean Yield Group's HTO Position: Q2 2026 in Review

Clean Yield Group reduced its H2O America (HTO) stake by 0.57% in Q2 2026, selling an estimated $15.2K and leaving 46,155 shares worth $2.8M. The position accounts for 0.7% of the portfolio, ranked #52.

Clean Yield Group first reported a position in HTO in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.56M in Q2 2024. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Clean Yield Group held 46,155 shares of H2O America worth $2.8M as of Q2 2026.
  • Clean Yield Group sold 263 H2O America shares in Q2 2026, an estimated $15.2K.
  • H2O America made up 0.7% of Clean Yield Group's portfolio in Q2 2026, its #52 holding.
  • Clean Yield Group first reported a position in H2O America in Q1 2022 and has held it in 18 quarters since.
  • Clean Yield Group's H2O America position peaked at $6.56M in Q2 2024.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.