ECM
HTO

Estabrook Capital Management’s H2O America HTO Stock Holding History

Estabrook Capital 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 		$41.3K Buy
679
+178
+36% +$10.3K 0.01% 215
2026
Q1 		$29.4K Buy
501
+292
+140% +$15.9K ﹤0.01% 221
2025
Q4 		$10.2K Buy
209
+2
+1% +$96 ﹤0.01% 273
2025
Q3 		$10.1K Buy
207
+1
+0.5% +$50 ﹤0.01% 273
2025
Q2 		$10.7K Buy
206
+2
+1% +$106 ﹤0.01% 266
2025
Q1 		$11.2K Buy
204
+2
+1% +$102 ﹤0.01% 251
2024
Q4 		$9.94K Buy
202
+1
+0.5% +$55 ﹤0.01% 268
2024
Q3 		$11.7K Buy
+201
New +$11.8K ﹤0.01% 273

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Vanguard Portfolio Management
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Estabrook Capital Management's HTO Position: Q2 2026 in Review

Estabrook Capital Management increased its H2O America (HTO) stake by 36% in Q2 2026, buying an estimated $10.3K and bringing the position to 679 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #215.

Estabrook Capital Management first reported a position in HTO in Q3 2024 and has held it in 8 quarters since. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Estabrook Capital Management held 679 shares of H2O America worth $41.3K as of Q2 2026.
  • Estabrook Capital Management bought 178 H2O America shares in Q2 2026, an estimated $10.3K.
  • H2O America made up 0.01% of Estabrook Capital Management's portfolio in Q2 2026, its #215 holding.
  • Estabrook Capital Management first reported a position in H2O America in Q3 2024 and has held it in 8 quarters since.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Estabrook Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.