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Held by 301 of 5,944 reporting institutions (94th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Ranked against 95 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GEV | $249.3B | 52.3× | 124.5× | 6.5× | 9.0% | 19.8% | 12.8% | 43.7% | 43.4% | 0.0× | 2,989 |
| NEE | $167.4B | 24.4× | — | 6.5× | 9.8% | — | 26.5% | 12.5% | 4.6% | — | 2,911 |
| SO | $95.1B | 22.0× | — | 3.2× | 10.6% | — | 14.7% | 12.1% | 11.8% | — | 2,268 |
| DUK | $91.6B | 18.7× | 10.7× | 2.9× | 5.6% | — | 15.7% | 9.6% | 3.7% | 5.1× | 2,360 |
| CEG | $81.0B | 35.1× | 21.3× | 3.2× | 8.3% | — | 9.1% | 16.0% | 9.9% | 2.2× | 1,836 |
| AEP | $65.3B | 18.1× | 12.8× | 3.0× | 10.9% | — | 16.9% | 11.9% | 4.8% | 5.3× | 1,854 |
| D | $55.8B | 18.4× | — | 3.4× | 14.2% | — | 18.2% | 10.3% | 3.8% | — | 1,421 |
| SRE | $53.3B | 29.7× | — | 3.9× | 3.9% | — | 13.4% | 5.8% | 5.1% | — | 1,217 |
| VST | $47.5B | 64.4× | 16.8× | 2.7× | 3.0% | — | 5.3% | 18.5% | 3.9% | 4.8× | 1,246 |
| XEL | $45.3B | 21.3× | — | — | — | — | — | 8.5% | 3.5% | — | 1,208 |
| ETR | $45.2B | 26.2× | 13.1× | 3.5× | 9.0% | — | 13.7% | 10.5% | 3.9% | 5.2× | 1,224 |
| EXC | $43.4B | — | 11.1× | 1.8× | 5.3% | — | 11.4% | 9.6% | 3.6% | 5.9× | 1,230 |
| ED | $38.1B | 18.7× | — | 2.3× | 10.9% | — | 12.0% | 8.4% | 4.0% | — | 1,368 |
| PEG | $35.1B | 16.7× | — | 2.9× | 18.3% | — | 17.3% | 12.4% | 5.3% | — | 1,231 |
| WEC | $33.6B | 21.5× | 14.5× | 3.4× | 14.0% | 66.7% | 15.9% | 11.1% | 4.5% | 5.5× | 1,310 |
| AEE | $28.5B | 19.3× | — | 3.2× | 15.4% | — | 16.6% | 10.9% | 4.5% | — | 884 |
| AWK | $26.9B | 24.2× | 10.2× | 5.3× | 10.1% | — | 21.7% | 10.3% | 8.9% | 0.6× | 1,100 |
| FE | $26.2B | 25.8× | 6.8× | 1.7× | 12.0% | — | 6.8% | 8.2% | 7.9% | 0.1× | 894 |
| ATO | $26.2B | 21.7× | 11.3× | 5.6× | 12.9% | — | 25.5% | 8.8% | 8.8% | — | 961 |
| ES | $25.5B | 14.9× | 9.9× | 1.9× | 13.8% | — | 12.5% | 10.5% | 3.8% | 5.2× | 1,012 |
| PPL | $25.1B | 21.0× | 12.3× | 2.8× | 6.9% | — | 13.1% | 7.9% | 3.5% | 5.4× | 947 |
| CNP | $25.0B | 24.0× | 12.7× | 2.7× | 8.3% | 100.0% | 11.2% | 9.4% | 3.3% | 5.8× | 774 |
| EIX | $21.1B | 4.8× | 5.8× | 1.1× | 9.8% | — | 23.1% | 25.4% | 8.0% | 3.7× | 1,005 |
| NRG | $20.4B | 26.8× | 9.9× | 0.7× | 9.2% | — | 2.8% | 51.4% | 4.8% | 5.1× | 1,010 |
| CMS | $20.2B | 18.7× | 12.7× | 2.4× | 13.6% | — | 12.5% | 11.7% | 3.8% | 6.2× | 762 |
| HTO | $2.3B | 21.6× | 13.9× | 2.9× | 7.0% | — | 12.8% | 6.7% | 3.0% | 6.3× | 301 |
Peers = companies sharing HTO's sector (Utilities) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 3%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $21M is below the $24M due within a year — relies on refinancing or operating cash flow. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~3.8% on $1.9B of debt.
Cash of $21M is below short-term debt of $24M — relies on refinancing/operations.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $800.6M 100.0% | $748.4M 100.0% | $670.4M 100.0% | $620.7M 100.0% | $573.7M 100.0% | $564.5M 100.0% | $420.5M 100.0% | $397.7M 100.0% | $389.2M 100.0% | $339.7M 100.0% |
| Selling, General & Admin | $126.0M 15.7% | $105.8M 14.1% | $98.7M 14.7% | $95.4M 15.4% | $87.3M 15.2% | $79.7M 14.1% | $66.3M 15.8% | $48.9M 12.3% | $48.9M 12.6% | $41.5M 12.2% |
| Operating Income | $177.5M 22.2% | $170.5M 22.8% | $149.4M 22.3% | $131.0M 21.1% | $111.2M 19.4% | $117.7M 20.8% | $57.5M 13.7% | $73.4M 18.5% | $101.9M 26.2% | $97.4M 28.7% |
| Interest Expense | $72.6M 9.1% | $71.4M 9.5% | $66.1M 9.9% | $58.1M 9.4% | $54.3M 9.5% | $54.3M 9.6% | $31.8M 7.6% | $24.3M 6.1% | $22.9M 5.9% | $21.8M 6.4% |
| Other Income (Expense), net | $3.5M 0.4% | $55K 0.0% | $8.9M 1.3% | $4.4M 0.7% | $10.7M 1.9% | $5.9M 1.0% | $2.1M 0.5% | $2.3M 0.6% | $1.9M 0.5% | $1.5M 0.4% |
| Pretax Income | $114.9M 14.4% | $102.9M 13.8% | $90.9M 13.6% | $82.3M 13.3% | $68.8M 12.0% | $69.9M 12.4% | $32.1M 7.6% | $48.8M 12.3% | $96.5M 24.8% | $86.4M 25.4% |
| Income Tax Expense | $12.4M 1.5% | $9.0M 1.2% | $6.0M 0.9% | $8.5M 1.4% | $8.4M 1.5% | $8.4M 1.5% | $8.5M 2.0% | $10.1M 2.5% | $35.4M 9.1% | $33.5M 9.9% |
| Net Income | $102.6M 12.8% | $94.0M 12.6% | $85.0M 12.7% | $73.8M 11.9% | $60.5M 10.5% | $61.5M 10.9% | $23.4M 5.6% | $38.8M 9.7% | $59.2M 15.2% | $52.8M 15.6% |
| Per Share | ||||||||||
| EPS (Basic) | $2.93 | $2.87 | $2.69 | $2.44 | $2.04 | $2.16 | $0.82 | $1.83 | $2.89 | $2.59 |
| EPS (Diluted) | $2.92 | $2.87 | $2.68 | $2.43 | $2.03 | $2.14 | $0.82 | $1.82 | $2.86 | $2.57 |
| Weighted Avg Shares (Basic) | 35.0M | 32.7M | 31.6M | 30.3M | 29.6M | 28.5M | 28.4M | 21.2M | 20.5M | 20.4M |
| Weighted Avg Shares (Diluted) | 35.1M | 32.8M | 31.7M | 30.4M | 29.7M | 28.7M | 28.6M | 21.3M | 20.7M | 20.6M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Solve the discounted cash flow backwards, then stress-test the assumptions.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
4/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash-conversion data unavailable. Lower/negative accruals = higher quality (Sloan).
Interest coverage is thin — monitor; leverage rising year-over-year.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
Free-cash-flow coverage unavailable. Last year: $59M dividends + $0 buybacks = $59M returned.
7 consecutive years of dividend increases · 8%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
EOD close · as of 2026-09-17
No standout strengths flagged.
Where each multiple sits in its own 14-yr range · 53th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Low operating leverage — profit tracks sales closely (stable, less cyclical).
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 12.3 | 15.8 | 14.1 | 15.2 | 15.4 | 14.7 | 14.1 | 15.7 |
| Operating Income | 18.5 | 13.7 | 20.8 | 19.4 | 21.1 | 22.3 | 22.8 | 22.2 |
| Income Tax | 2.5 | 2.0 | 1.5 | 1.5 | 1.4 | 0.9 | 1.2 | 1.5 |
| Net Income | 9.7 | 5.6 | 10.9 | 10.5 | 11.9 | 12.7 | 12.6 | 12.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on HTO: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.