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Equibles

MORGAN STANLEY

Position in YORW — York Water Co

CIK 895421 NEW YORK, NY
Back to YORW Full portfolio

Position in YORW

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$21,864,206
+$1,707,893 QoQ
Shares Held
713,351
+7.8% QoQ
Ownership
4.40%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 167 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 8% Shared 0% None 92%

Common Shares in YORW Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

MORGAN STANLEY holds $928,459,475 across 12 Utilities - Regulated Water names. YORW ranks #9 (2.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AWK
American Water Works Company, Inc.
 3,554,650 $467,720,839
2 WTRG
Essential Utilities, Inc.
 3,276,730 $125,531,517
3 AWR
American States Water Co
 904,551 $74,743,043
4 MSEX
Middlesex Water Co
 1,101,704 $61,871,693
5 SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
 9,856,486 $56,970,483
6 CWT
California Water Service Group
 948,112 $46,125,643
7 HTO
H2o America
 589,652 $35,833,146
8 CWCO
Consolidated Water Co. Ltd.
 903,915 $26,665,489

All Filings in YORW

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $21,864,206 713,351
2026-03-31 $20,156,313 661,948
2025-12-31 $20,464,073 642,716
2025-09-30 $5,586,599 183,649
2025-06-30 $6,824,744 215,973
2025-03-31 $6,240,316 179,940
2024-12-31 $5,999,537 183,360
2024-09-30 $7,755,302 207,029
2024-06-30 $6,606,245 178,114
2024-03-31 $5,885,710 162,275
2023-12-31 $9,909,347 256,586
2023-09-30 $11,540,018 307,816
2023-06-30 $12,031,977 291,543
2023-03-31 $12,106,141 270,831
2022-12-31 $10,964,544 243,765
2022-09-30 $4,494,729 116,959
2022-06-30 $4,779,550 118,218
2022-03-31 $1,878,933 41,782
2021-12-31 $2,121,223 42,612
2021-09-30 $2,037,450 46,645
2021-06-30 $1,756,686 38,779
2021-03-31 $1,832,994 37,431
2020-12-31 $2,492,027 53,477
2020-09-30 $1,784,385 42,214
2020-06-30 $2,129,327 44,398
2020-03-31 $1,913,543 44,030