NRD
HTO

Nebula Research & Development’s H2O America HTO Stock Holding History

Nebula Research & Development’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
2025
Q2 		– Sell
-9,111
Closed -$498K – 1130
2025
Q1 		$498K Buy
+9,111
New +$466K 0.05% 612
2024
Q4 		– Sell
-5,123
Closed -$298K – 1086
2024
Q3 		$298K Sell
5,123
-6,341
-55% -$371K 0.04% 717
2024
Q2 		$622K Buy
11,464
+1,066
+10% +$58.3K 0.1% 360
2024
Q1 		$588K Buy
+10,398
New +$617K 0.13% 301

Other funds holding HTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nebula Research & Development's HTO Position: Q2 2025 in Review

Nebula Research & Development sold out of H2O America (HTO) in Q2 2025, closing a stake of 9,111 shares — an estimated $498K sold.

Nebula Research & Development first reported a position in HTO in Q1 2024 and held it in 4 quarters. The position peaked at $622K in Q2 2024. 263 funds tracked by Wall St. Rank hold HTO as of Q2 2025.

  • Nebula Research & Development reported no remaining H2O America position as of Q2 2025 after selling out during the quarter.
  • Nebula Research & Development sold 9,111 H2O America shares in Q2 2025, an estimated $498K.
  • Nebula Research & Development first reported a position in H2O America in Q1 2024 and held it in 4 quarters.
  • Nebula Research & Development's H2O America position peaked at $622K in Q2 2024.
  • 263 funds tracked by Wall St. Rank held H2O America as of Q2 2025.

Based on Nebula Research & Development's 13F filing for Q2 2025, filed 14 Aug 2025.