Position in YORW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$281,397
+$202,594 QoQ
Shares Held
9,181
+254.8% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 167 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YORW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026CITIGROUP INC holds $140,821,270 across 12 Utilities - Regulated Water names. YORW ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
529,331 | $69,649,372 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
1,503,622 | $57,603,757 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
912,036 | $5,271,567 | |
| 4 | AWR |
American States Water Co
|
44,294 | $3,660,012 | |
| 5 | CWT |
California Water Service Group
|
35,113 | $1,708,246 | |
| 6 | HTO |
H2o America
|
20,784 | $1,263,042 | |
| 7 | MSEX |
Middlesex Water Co
|
11,244 | $631,462 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
20,093 | $592,742 |
All Filings in YORW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,397 | 9,181 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $78,803 | 2,588 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $52,121 | 1,637 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $65,311 | 2,147 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $190,957 | 6,043 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $410,436 | 11,835 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $396,336 | 12,113 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $396,925 | 10,596 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $125,289 | 3,378 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $90,202 | 2,487 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $89,134 | 2,308 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $10,159 | 271 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $213,407 | 5,171 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $54,131 | 1,211 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $21,949 | 488 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $21,942 | 571 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $50,172 | 1,241 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $41,911 | 932 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $177,216 | 3,560 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $75,391 | 1,726 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $72,072 | 1,591 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $81,241 | 1,659 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $156,110 | 3,350 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $60,657 | 1,435 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $691,870 | 14,426 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $187,138 | 4,306 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||