Duff & Phelps Investment Management’s H2O America HTO Stock Holding History

Duff & Phelps Investment 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 Q2	$10.7M	Buy	175,972 +64,177	+57%	+$3.72M	0.1%	102
2026 Q1	$6.56M	Buy	+111,795	New	+$6.09M	0.07%	109
2025 Q3	–	Sell	-232,932	Closed	-$12.1M	–	155
2025 Q2	$12.1M	Buy	232,932 +50,630	+28%	+$2.69M	0.14%	100
2025 Q1	$9.97M	Buy	182,302 +155,579	+582%	+$7.96M	0.12%	101
2024 Q4	$1.32M	Sell	26,723 -685	-2%	-$37.7K	0.02%	131
2024 Q3	$1.59M	Buy	+27,408	New	+$1.6M	0.02%	130
2024 Q1	–	Sell	-98,239	Closed	-$6.42M	–	254
2023 Q4	$6.42M	Hold	98,239	–	–	0.08%	129
2023 Q3	$5.91M	Hold	98,239	–	–	0.08%	132
2023 Q2	$6.89M	Hold	98,239	–	–	0.08%	132
2023 Q1	$7.48M	Hold	98,239	–	–	0.09%	131
2022 Q4	$7.98M	Sell	98,239 -20,000	-17%	-$1.43M	0.1%	129
2022 Q3	$6.81M	Buy	+118,239	New	+$7.61M	0.09%	136

Other funds holding HTO

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Duff & Phelps Investment Management's HTO Position: Q2 2026 in Review

Duff & Phelps Investment Management increased its H2O America (HTO) stake by 57% in Q2 2026, buying an estimated $3.72M and bringing the position to 175,972 shares worth $10.7M. The position accounts for 0.1% of the portfolio, ranked #102.

Duff & Phelps Investment Management first reported a position in HTO in Q3 2022 and has held it in 12 quarters since. The position peaked at $12.1M in Q2 2025. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

Duff & Phelps Investment Management held 175,972 shares of H2O America worth $10.7M as of Q2 2026.
Duff & Phelps Investment Management bought 64,177 H2O America shares in Q2 2026, an estimated $3.72M.
H2O America made up 0.1% of Duff & Phelps Investment Management's portfolio in Q2 2026, its #102 holding.
Duff & Phelps Investment Management first reported a position in H2O America in Q3 2022 and has held it in 12 quarters since.
Duff & Phelps Investment Management's H2O America position peaked at $12.1M in Q2 2025.
315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.