Envestnet Portfolio Solutions
HTO

Envestnet Portfolio Solutions’s H2O America HTO Stock Holding History

Envestnet Portfolio Solutions’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 		$404K Sell
6,650
-147
-2% -$8.52K ﹤0.01% 1066
2026
Q1 		$399K Buy
6,797
+1,704
+33% +$92.8K ﹤0.01% 992
2025
Q4 		$250K Buy
+5,093
New +$244K ﹤0.01% 1372

Other funds holding HTO

AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
KFS
Keynote Financial Services Vernon, Connecticut $214M AUM 60.12% 1-Year Est. Return

Envestnet Portfolio Solutions's HTO Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its H2O America (HTO) stake by 2.2% in Q2 2026, selling an estimated $8.52K and leaving 6,650 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Envestnet Portfolio Solutions first reported a position in HTO in Q4 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,650 shares of H2O America worth $404K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 147 H2O America shares in Q2 2026, an estimated $8.52K.
  • H2O America made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1066 holding.
  • Envestnet Portfolio Solutions first reported a position in H2O America in Q4 2025 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.