Position in YORW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$341,256
+$63,339 QoQ
Shares Held
11,134
+22.0% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 167 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 4%
None 96%
Common Shares in YORW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $88,183,141 across 9 Utilities - Regulated Water names. YORW ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
406,504 | $53,487,793 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
322,647 | $12,360,606 | |
| 3 | AWR |
American States Water Co
|
86,353 | $7,135,348 | |
| 4 | CWT |
California Water Service Group
|
130,513 | $6,349,456 | |
| 5 | HTO |
H2o America
|
79,081 | $4,805,751 | |
| 6 | MSEX |
Middlesex Water Co
|
36,963 | $2,075,841 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
193,024 | $1,115,678 | |
| 8 | ARTNA |
Artesian Resources Corp
|
15,046 | $511,412 |
All Filings in YORW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,256 | 11,134 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $277,917 | 9,127 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $288,565 | 9,063 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $257,961 | 8,480 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $270,875 | 8,572 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $285,936 | 8,245 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||