Welcome to our dedicated page for H2O AMERICA SEC filings (Ticker: HTO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
H2O America filings document the reporting obligations of an operating water and wastewater utility holding company. The company’s Form 8-K disclosures cover operating and financial results, material agreements, capital-structure actions, forward sale agreements tied to common stock offerings, and amendments to credit arrangements involving H2O America and its utility subsidiaries.
Proxy materials describe board composition, director elections, executive compensation, shareholder voting matters, and governance practices. The filing record also documents leadership and board-transition disclosures, financing terms, exhibit filings, and risk or capital-allocation disclosures connected to the company’s water utility and utility-related services business.
BlackRock, Inc. amended a Schedule 13G/A to report beneficial ownership of common stock of H2O AMERICA. The filing states BlackRock beneficially owns 6,031,203 shares, representing 14.4% of the class. The filing shows sole voting power of 5,956,832 and sole dispositive power of 6,031,203. The amendment is signed by Spencer Fleming on 04/27/2026. The filing notes that iShares Core S&P Small-Cap ETF holds an interest over 5% in H2O AMERICA.
GIP ATLAS Holdings Ltd, a ten percent owner of H2O AMERICA, made an open-market purchase of 50,385 shares of Common Stock at $59.0636 per share. After this transaction, GIP ATLAS Holdings Ltd directly holds 4,582,469 shares of H2O AMERICA Common Stock.
H2O AMERICA disclosed an initial statement of beneficial ownership on Form 3 for GIP ATLAS Holdings Ltd, identified as a ten percent owner of the company.
The filing reports that GIP ATLAS Holdings Ltd directly holds 4,523,084 shares of H2O AMERICA common stock, with no specific buy or sell transactions indicated.
ATLAS Infrastructure Partners (UK) Ltd., a ten percent owner of H2O AMERICA, reported an open-market purchase of 50,385 shares of common stock at an average price of $59.0636 per share. Following this transaction, ATLAS holds 4,582,469 common shares directly.
ATLAS Infrastructure Partners (UK) Ltd. filed an initial ownership report on H2O AMERICA. The filing shows direct ownership of 4,532,084 shares of H2O AMERICA common stock, identifying ATLAS as a ten percent owner. This Form 3 records holdings rather than any recent share purchases or sales.
H2O America amendment reports that ATLAS Infrastructure Partners (UK) Ltd. (with GIP Atlas Holdings Limited as its sole owner) beneficially owns 4,532,084 shares of Common Stock, representing 10.83% of the class. The filing discloses shared voting and dispositive power over the 4,532,084 shares. The amendment is signed by Clinton Joyner, Partner and COO, dated 04/08/2026.
H2O America is asking stockholders to elect nine directors, approve executive pay on an advisory basis, and ratify Deloitte & Touche LLP as auditor for 2026 at its May 13, 2026 annual meeting in Biddeford, Maine.
The proxy highlights a refreshed board, with CEO Andrew F. Walters now also serving as Chair and Heather Hunt becoming Lead Independent Director. The board is majority independent and operates through fully independent audit, compensation, and nominating committees.
For 2025, H2O America reports $801 million in operating revenue, $105 million in adjusted net income, adjusted diluted EPS of $2.99, and record capital investments of $501 million, supporting 11.3% net utility plant growth and an 80+ year dividend history with 58 consecutive annual increases.
The Vanguard Group filed Amendment No. 6 to a Schedule 13G/A reporting 0% beneficial ownership of H2O America common stock. The filing explains an internal realignment effective January 12, 2026 that caused certain Vanguard subsidiaries or business divisions to report holdings separately in reliance on SEC Release No. 34-39538. The Form lists 0 shares beneficially owned and 0% of the class, with no sole or shared voting or dispositive power reported. The filing is signed by Ashley Grim, Head of Global Fund Administration.
ATLAS Infrastructure Partners (UK) Ltd. reports beneficial ownership of 4,533,815 shares of H2O America common stock, equal to 10.84% of the class as of 03/04/2026. The filing lists sole voting and dispositive power over those shares and is signed by a Partner and COO on 03/10/2026.