Position in YORW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$217,124
+$14,693 QoQ
Shares Held
7,084
+6.6% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 167 holders
Holding Since
Mar 2020
21 quarters on record
Common Shares in YORW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $20,649,894 across 10 Utilities - Regulated Water names. YORW ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
214,829 | $8,230,098 | |
| 2 | AWK |
American Water Works Company, Inc.
|
55,050 | $7,243,479 | |
| 3 | HTO |
H2o America
|
27,673 | $1,681,688 | |
| 4 | AWR |
American States Water Co
|
13,604 | $1,124,098 | |
| 5 | CWT |
California Water Service Group
|
12,402 | $603,357 | |
| 6 | MSEX |
Middlesex Water Co
|
9,344 | $524,759 | |
| 7 | GWRS |
Global Water Resources, Inc.
|
66,750 | $483,270 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
11,253 | $331,963 |
All Filings in YORW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,124 | 7,084 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $202,431 | 6,648 | Shares | Sole | 2026-04-27 | |
| 2024-09-30 | $203,183 | 5,424 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $249,801 | 6,735 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $280,729 | 7,740 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $305,986 | 7,923 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $388,808 | 10,371 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $451,039 | 10,929 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $438,238 | 9,804 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $449,125 | 9,985 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $353,440 | 9,197 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $472,384 | 11,684 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $547,284 | 12,170 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $607,515 | 12,204 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $595,926 | 13,643 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $238,957 | 5,275 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $257,924 | 5,267 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $250,801 | 5,382 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $241,234 | 5,707 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $323,873 | 6,753 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $314,824 | 7,244 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||