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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM