Position in YORW
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$483,994
+$107,876 QoQ
Shares Held
15,791
+27.8% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 167 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in YORW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $15,424,295 across 9 Utilities - Regulated Water names. YORW ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
38,748 | $5,098,461 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
98,527 | $3,774,569 | |
| 3 | AWR |
American States Water Co
|
35,011 | $2,892,958 | |
| 4 | CWT |
California Water Service Group
|
24,355 | $1,184,870 | |
| 5 | HTO |
H2o America
|
12,106 | $735,681 | |
| 6 | CWCO |
Consolidated Water Co. Ltd.
|
22,206 | $655,077 | |
| 7 | YORW |
York Water Co
This page
|
15,791 | $483,994 | |
| 8 | MSEX |
Middlesex Water Co
|
5,509 | $309,385 |
All Filings in YORW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,994 | 15,791 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $376,118 | 12,352 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $307,860 | 9,669 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $235,177 | 7,731 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||