Position in YORW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$999,947
+$999,947 QoQ
Shares Held
32,839
Ownership
0.203%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YORW Over Time
Shares Held
Position Value (USD)
Derivatives in YORW
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$569,415
PutShares
18,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026CITADEL ADVISORS LLC holds $44,115,111 across 10 Utilities - Regulated Water names. YORW ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTO |
H2o America
|
416,111 | $24,413,231 | |
| 2 | AWK |
American Water Works Company, Inc.
|
56,973 | $7,753,455 | |
| 3 | AWR |
American States Water Co
|
42,400 | $3,206,288 | |
| 4 | MSEX |
Middlesex Water Co
|
32,715 | $1,702,814 | |
| 5 | CWT |
California Water Service Group
|
34,698 | $1,573,206 | |
| 6 | WTRG |
Essential Utilities, Inc.
|
38,713 | $1,558,972 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
243,463 | $1,485,610 | |
| 8 | YORW |
York Water Co
This page
|
32,839 | $999,947 |
All Filings in YORW
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $999,947 | 32,839 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $569,415 | 18,700 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $257,904 | 8,100 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $421,985 | 13,872 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $387,257 | 12,255 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $499,392 | 14,400 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $657,081 | 18,947 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $197,676 | 5,700 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $277,956 | 8,495 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $379,552 | 11,600 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $91,616 | 2,800 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $221,014 | 5,900 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $89,904 | 2,400 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $330,097 | 8,812 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $452,498 | 12,200 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $219,461 | 5,917 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $107,561 | 2,900 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $473,758 | 13,062 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $384,462 | 10,600 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $623,844 | 17,200 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $494,065 | 12,793 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $84,964 | 2,200 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $104,274 | 2,700 | Call | Defined | 2024-02-14 | |
| 2023-09-30 | $484,220 | 12,916 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $108,721 | 2,900 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $71,231 | 1,900 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $264,128 | 6,400 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $66,032 | 1,600 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $1,885,997 | 45,699 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,839,254 | 63,518 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $263,730 | 5,900 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $49,170 | 1,100 | Put | Defined | 2023-05-15 | |
| 2022-12-31 | $2,661,285 | 59,166 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $116,948 | 2,600 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $58,474 | 1,300 | Put | Defined | 2023-02-14 | |
| 2022-09-30 | $2,153,001 | 56,024 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,026,112 | 25,380 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $229,347 | 5,100 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $645,183 | 14,347 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $668,644 | 13,432 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $445,536 | 10,200 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $840,664 | 19,246 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $226,500 | 5,000 | Put | Defined | 2021-08-16 | |
| 2021-06-30 | $1,529,237 | 33,758 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $255,329 | 5,214 | Shares | Defined | 2021-05-21 | |
| 2021-03-31 | $215,468 | 4,400 | Put | Defined | 2021-05-21 | |
| 2020-12-31 | $275,545 | 5,913 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $299,187 | 7,078 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $816,182 | 17,018 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $988,236 | 22,739 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||