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
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 $5.72T AUM 30.48% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VCM
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
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
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Estabrook Capital Management's HTO Position: Q1 2026 in Review

Estabrook Capital Management increased its H2O America (HTO) stake by 140% in Q1 2026, buying an estimated $15.9K and bringing the position to 501 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Estabrook Capital Management first reported a position in HTO in Q3 2024 and has held it in 7 quarters since. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Estabrook Capital Management held 501 shares of H2O America worth $29.4K as of Q1 2026.
  • Estabrook Capital Management bought 292 H2O America shares in Q1 2026, an estimated $15.9K.
  • H2O America made up ﹤0.01% of Estabrook Capital Management's portfolio in Q1 2026, its #221 holding.
  • Estabrook Capital Management first reported a position in H2O America in Q3 2024 and has held it in 7 quarters since.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Estabrook Capital Management's 13F filing for Q1 2026, filed 14 May 2026.