VCM
HTO

Vennlight Capital Management’s H2O America HTO Stock Holding History

Vennlight 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 		$9.52M Buy
+162,217
New +$8.83M 9.62% 2
2025
Q3 		– Sell
-94,266
Closed -$4.9M – 32
2025
Q2 		$4.9M Buy
+94,266
New +$5.01M 5.32% 9

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

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

Vennlight Capital Management opened a new position in H2O America (HTO) in Q1 2026: 162,217 shares worth $9.52M. The stake represents 9.62% of the portfolio and ranks #2 among its holdings. This is a return to the name: Vennlight Capital Management previously reported a position in HTO as recently as Q2 2025.

Vennlight Capital Management first reported a position in HTO in Q2 2025 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Vennlight Capital Management held 162,217 shares of H2O America worth $9.52M as of Q1 2026.
  • H2O America was a new Vennlight Capital Management position in Q1 2026.
  • H2O America made up 9.62% of Vennlight Capital Management's portfolio in Q1 2026, its #2 holding.
  • Vennlight Capital Management first reported a position in H2O America in Q2 2025 and has held it in 2 quarters since.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Vennlight Capital Management's 13F filing for Q1 2026, filed 15 May 2026.