Position in YORW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$59,062
-$8,750 QoQ
Shares Held
1,927
-13.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#114
of 167 holders
Holding Since
Jun 2020
25 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, 2026Costello Asset Management, INC holds $5,642,150 across 9 Utilities - Regulated Water names. YORW ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARTNA |
Artesian Resources Corp
|
115,979 | $3,942,126 | |
| 2 | AWK |
American Water Works Company, Inc.
|
6,705 | $882,243 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
17,644 | $675,941 | |
| 4 | YORW |
York Water Co
This page
|
1,927 | $59,062 | |
| 5 | MSEX |
Middlesex Water Co
|
695 | $39,031 | |
| 6 | HTO |
H2o America
|
259 | $15,739 | |
| 7 | CWT |
California Water Service Group
|
275 | $13,378 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
300 | $8,850 |
All Filings in YORW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,062 | 1,927 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $67,812 | 2,227 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $70,907 | 2,227 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $71,760 | 2,359 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $74,512 | 2,358 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $81,740 | 2,357 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $72,867 | 2,227 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $83,423 | 2,227 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $82,599 | 2,227 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $80,773 | 2,227 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $105,316 | 2,727 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $102,235 | 2,727 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $133,178 | 3,227 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $144,246 | 3,227 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $145,150 | 3,227 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $124,013 | 3,227 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $130,467 | 3,227 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $145,118 | 3,227 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $175,574 | 3,527 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $154,059 | 3,527 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $173,363 | 3,827 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $212,725 | 4,344 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $207,043 | 4,443 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $192,666 | 4,558 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $218,553 | 4,557 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||