Position in YORW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$235,913
-$36,705 QoQ
Shares Held
7,697
-14.0% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 168 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in YORW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Cetera Investment Advisers holds $31,577,627 across 7 Utilities - Regulated Water names. YORW ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
99,788 | $13,130,105 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
264,413 | $10,129,662 | |
| 3 | AWR |
American States Water Co
|
54,026 | $4,464,168 | |
| 4 | HTO |
H2o America
|
37,152 | $2,257,727 | |
| 5 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
121,708 | $703,472 | |
| 6 | CWT |
California Water Service Group
|
13,496 | $656,580 | |
| 7 | YORW |
York Water Co
This page
|
7,697 | $235,913 |
All Filings in YORW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,913 | 7,697 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $272,618 | 8,953 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $262,202 | 8,235 | Shares | Sole | 2026-02-17 | |
| 2024-09-30 | $231,465 | 6,179 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $241,752 | 6,518 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $228,682 | 6,305 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||