HTO — SJW GROUP COM

Ownership history in Clean Yield Group  ·  16 quarters on record

This page tracks every 13F SEC filing in which Clean Yield Group reported a position in SJW GROUP COM (HTO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.75% (2022 Q4)
Avg. % of fund
1.78%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 42,706 -7,979 -15.7% 0.58% $2.1M $48.58
2025 Q3 REDUCED 50,685 -2,713 -5.1% 0.70% $2.5M $47.87
2025 Q2 REDUCED 53,398 -10,822 -16.9% 0.83% $2.8M $50.65
2025 Q1 REDUCED 64,220 -10,488 -14.0% 1.14% $3.5M $52.88
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HTO price (monthly, adj. close)

Other funds also holding HTO

As of 2025 Q4 — sorted by position size

NUANCE INVESTMENTS, LLC 3Y 7Y 4.89% KEYNOTE FINANCIAL SERVICES LLC 1.54% Ausbil Investment Management Ltd 3Y 1.48% ATLAS Infrastructure Partners (UK) Ltd. 3Y 1.43% Rubicon Advisors, GP 0.64% Jackson Creek Investment Advisors LLC 3Y 0.55% ANTIPODES PARTNERS Ltd 3Y 7Y 0.39% Resolution Capital Ltd 3Y 7Y 0.25% Everstar Asset Management, LLC 0.22% CHATHAM CAPITAL GROUP, INC. 3Y 7Y 0.19%
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