Clean Yield Group
HTO icon

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
Q3 		$2.8M Sell
45,359
-796
-2% -$50.1K 0.68% 52
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 		$4.9M 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

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Clean Yield Group's HTO Position: Q3 2026 in Review

Clean Yield Group reduced its H2O America (HTO) stake by 1.7% in Q3 2026, selling an estimated $50.1K and leaving 45,359 shares worth $2.8M. The position accounts for 0.68% of the portfolio, ranked #52.

Clean Yield Group first reported a position in HTO in Q1 2022 and has held it in 19 quarters since. The position peaked at $6.56M in Q2 2024. 88 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

  • Clean Yield Group held 45,359 shares of H2O America worth $2.8M as of Q3 2026.
  • Clean Yield Group sold 796 H2O America shares in Q3 2026, an estimated $50.1K.
  • H2O America made up 0.68% of Clean Yield Group's portfolio in Q3 2026, its #52 holding.
  • Clean Yield Group first reported a position in H2O America in Q1 2022 and has held it in 19 quarters since.
  • Clean Yield Group's H2O America position peaked at $6.56M in Q2 2024.
  • 88 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.