Position in YORW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$735
+$672 QoQ
Shares Held
24
+1100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#157
of 168 holders
Holding Since
Sep 2025
3 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, 2026Clearstead Advisors, LLC holds $9,650,258 across 11 Utilities - Regulated Water names. YORW ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
71,701 | $9,434,417 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
4,695 | $179,865 | |
| 3 | CWT |
California Water Service Group
|
464 | $22,573 | |
| 4 | AWR |
American States Water Co
|
106 | $8,758 | |
| 5 | HTO |
H2o America
|
32 | $1,944 | |
| 6 | CWCO |
Consolidated Water Co. Ltd.
|
31 | $914 | |
| 7 | YORW |
York Water Co
This page
|
24 | $735 | |
| 8 | MSEX |
Middlesex Water Co
|
13 | $730 |
All Filings in YORW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735 | 24 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $63 | 2 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,798 | 92 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||