CCFM
HTO

Clear Creek Financial Management’s H2O America HTO Stock Holding History

Clear Creek Financial Management’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 		– Sell
-9,782
Closed -$479K – 646
2025
Q4 		$479K Buy
9,782
+2,917
+42% +$140K 0.04% 397
2025
Q3 		$334K Buy
+6,865
New +$343K 0.03% 454

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Clear Creek Financial Management's HTO Position: Q1 2026 in Review

Clear Creek Financial Management sold out of H2O America (HTO) in Q1 2026, closing a stake of 9,782 shares — an estimated $479K sold.

Clear Creek Financial Management first reported a position in HTO in Q3 2025 and held it in 2 quarters. The position peaked at $479K in Q4 2025. 313 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Clear Creek Financial Management reported no remaining H2O America position as of Q1 2026 after selling out during the quarter.
  • Clear Creek Financial Management sold 9,782 H2O America shares in Q1 2026, an estimated $479K.
  • Clear Creek Financial Management first reported a position in H2O America in Q3 2025 and held it in 2 quarters.
  • Clear Creek Financial Management's H2O America position peaked at $479K in Q4 2025.
  • 313 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.