Stock Transactions — H2O AMERICA

Total Bought
2,666,122
150 transactions
Total Sold
1,976,554
115 transactions
Net
+689,568
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
Zimmer Partners, LP83,000460,000+377,0000.090.55+0.46buy
AMERICAN CENTURY COMPANIES INC0262,261+262,2610.000.01+0.01buy
MARSHALL WACE, LLP270,499507,568+237,0690.020.03+0.01buy
BlackRock, Inc.5,964,9986,085,926+120,9280.010.01-0.00buy
TWO SIGMA INVESTMENTS, LP16,211119,956+103,7450.000.01+0.01buy
NORGES BANK0101,207+101,2070.000.00+0.00buy
ADAGE CAPITAL PARTNERS GP, L.L.C.0100,000+100,0000.000.01+0.01buy
Vennlight Capital Management, LP094,266+94,2660.005.38+5.38buy
MORGAN STANLEY546,696637,534+90,8380.000.00+0.00buy
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.071,016+71,0160.000.04+0.04buy
Squarepoint Ops LLC16,07079,515+63,4450.000.01+0.01buy
DUFF & PHELPS INVESTMENT MANAGEMENT CO182,302232,932+50,6300.120.14+0.03buy
Rodgers Brothers Inc.050,500+50,5000.000.33+0.33buy
AQR CAPITAL MANAGEMENT LLC28,13175,133+47,0020.000.00+0.00buy
MERITAGE PORTFOLIO MANAGEMENT045,550+45,5500.000.15+0.15buy
FMR LLC4,99449,436+44,4420.000.00+0.00buy
VICTORY CAPITAL MANAGEMENT INC335,164377,751+42,5870.020.01-0.01buy
Legal & General Group Plc447,977486,999+39,0220.010.01-0.00buy
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC90,272123,373+33,1010.060.07+0.01buy
MILLENNIUM MANAGEMENT LLC8,38740,764+32,3770.000.00+0.00buy
JPMORGAN CHASE & CO117,759148,507+30,7480.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS16,39245,531+29,1390.000.00+0.00buy
Jackson Creek Investment Advisors LLC028,990+28,9900.000.41+0.41buy
ALLIANCEBERNSTEIN L.P.56,94084,186+27,2460.000.00+0.00buy
BARCLAYS PLC51,88577,903+26,0180.000.00+0.00buy
SG Americas Securities, LLC10,40935,645+25,2360.000.01+0.01buy
FEDERATED HERMES, INC.18023,662+23,4820.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC150,530172,985+22,4550.000.00-0.00buy
Aquatic Capital Management LLC10,03630,438+20,4020.010.03+0.02buy
Brevan Howard Capital Management LP020,164+20,1640.000.01+0.01buy
Atom Investors LP39,88259,846+19,9640.270.28+0.01buy
UBS Group AG91,647109,677+18,0300.000.00+0.00buy
Versor Investments LP6,18924,100+17,9110.060.22+0.17buy
TWO SIGMA ADVISERS, LP017,300+17,3000.000.00+0.00buy
D. E. Shaw & Co., Inc.016,003+16,0030.000.00+0.00buy
FRANKLIN RESOURCES INC94,769110,477+15,7080.000.00+0.00buy
Amundi1,212,3181,227,345+15,0270.020.02-0.00buy
ROYAL BANK OF CANADA9,57824,488+14,9100.000.00+0.00buy
Inspire Advisors, LLC012,098+12,0980.000.07+0.07buy
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC214,660225,490+10,8300.040.04-0.00buy
PUBLIC SECTOR PENSION INVESTMENT BOARD95,919106,002+10,0830.020.02+0.00buy
Quantinno Capital Management LP5,18115,222+10,0410.000.00+0.00buy
Thematics Asset Management96,246106,246+10,0000.270.25-0.02buy
Ethic Inc.6,81615,901+9,0850.010.01+0.01buy
Everstar Asset Management, LLC5,00014,052+9,0520.130.45+0.31buy
Man Group plc08,842+8,8420.000.00+0.00buy
Susquehanna Portfolio Strategies, LLC07,900+7,9000.000.01+0.01buy
MARTINGALE ASSET MANAGEMENT L P07,788+7,7880.000.01+0.01buy
Ballentine Partners, LLC07,714+7,7140.000.01+0.01buy
IEQ CAPITAL, LLC12,87820,361+7,4830.010.01+0.00buy
HSBC HOLDINGS PLC5,46612,680+7,2140.000.00+0.00buy
Voleon Capital Management LP07,013+7,0130.000.02+0.02buy
HRT FINANCIAL LP19,25425,716+6,4620.010.01-0.00buy
MACQUARIE GROUP LTD12,94319,184+6,2410.000.00+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC05,811+5,8110.000.00+0.00buy
CenterBook Partners LP41,36247,131+5,7690.140.14-0.01buy
Atria Investments, Inc6,89512,273+5,3780.000.01+0.00buy
Inspire Investing, LLC05,309+5,3090.000.03+0.03buy
AlphaQuest LLC9,93215,238+5,3060.060.08+0.02buy
KBC Group NV410,130415,255+5,1250.070.06-0.01buy
Vontobel Holding Ltd.17,00721,663+4,6560.000.00+0.00buy
Nuveen, LLC266,406270,940+4,5340.000.00-0.00buy
PAX Financial Group, LLC04,355+4,3550.000.04+0.04buy
Blueshift Asset Management, LLC04,123+4,1230.000.07+0.07buy
Federation des caisses Desjardins du Quebec04,083+4,0830.000.00+0.00buy
Mariner, LLC34,56638,380+3,8140.000.00-0.00buy
CANADA LIFE ASSURANCE Co49,89953,546+3,6470.000.00-0.00buy
Creative Planning8,60412,062+3,4580.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC150,907154,288+3,3810.000.00-0.00buy
CWM, LLC1,3954,717+3,3220.000.00+0.00buy
BANK OF AMERICA CORP /DE/86,19289,470+3,2780.000.00-0.00buy
Gitterman Wealth Management, LLC03,206+3,2060.000.04+0.04buy
SEI INVESTMENTS CO19,69422,876+3,1820.000.00-0.00buy
RHUMBLINE ADVISERS102,306105,416+3,1100.010.00-0.00buy
Cullen Capital Management, LLC5,6348,507+2,8730.000.01+0.00buy
PRUDENTIAL FINANCIAL INC29,78732,595+2,8080.000.00-0.00buy
Maryland State Retirement & Pension System34,50137,175+2,6740.040.04-0.00buy
DEUTSCHE BANK AG\44,97047,629+2,6590.000.00-0.00buy
BALYASNY ASSET MANAGEMENT L.P.32,62935,010+2,3810.000.00-0.00buy
WELLS FARGO & COMPANY/MN37,91040,062+2,1520.000.00-0.00buy
IQ EQ FUND MANAGEMENT (IRELAND) Ltd25,40627,539+2,1330.160.13-0.04buy
DIMENSIONAL FUND ADVISORS LP660,534662,493+1,9590.010.01-0.00buy
Tower Research Capital LLC (TRC)1,2083,001+1,7930.000.00+0.00buy
INTECH INVESTMENT MANAGEMENT LLC16,20817,949+1,7410.010.01-0.00buy
State of Alaska, Department of Revenue16,76818,493+1,7250.010.01-0.00buy
SouthState Corp101,500+1,4900.000.00+0.00buy
EXCHANGE TRADED CONCEPTS, LLC33,39134,822+1,4310.030.02-0.01buy
Gallagher Fiduciary Advisors, LLC6,1547,550+1,3960.010.02+0.00buy
GAMMA Investing LLC1,3422,586+1,2440.010.01+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/26,97228,110+1,1380.000.00-0.00buy
State of Wyoming01,097+1,0970.000.01+0.01buy
US BANCORP \DE\5251,527+1,0020.000.00+0.00buy
Swiss National Bank61,10062,000+9000.000.00-0.00buy
SIMPLEX TRADING, LLC40925+8850.000.00+0.00buy
KLP KAPITALFORVALTNING AS6,1006,900+8000.000.00-0.00buy
Illinois Municipal Retirement Fund15,02315,798+7750.010.01-0.00buy
Versant Capital Management, Inc253972+7190.000.01+0.01buy
S.A. Mason LLC0703+7030.000.02+0.02buy
COMERICA BANK11,71512,400+6850.000.00-0.00buy
THRIVENT FINANCIAL FOR LUTHERANS22,22722,873+6460.000.00-0.00buy
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