MORGAN STANLEY

Position in YORW — York Water Co

CIK 895421 NEW YORK, NY

Position in YORW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$20,156,313

-$307,760 QoQ

Shares Held

661,948

+3.0% QoQ

Ownership

4.08%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 19% Shared 0% None 81%

Utilities · as of Mar 31, 2026

MORGAN STANLEY holds $949,164,051 across 13 Utilities - Regulated Water names. YORW ranks #8 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	3,612,397	$491,611,097
2	WTRG	Essential Utilities, Inc.	3,219,049	$129,631,095
3	AWR	American States Water Co	1,302,331	$98,482,266
4	MSEX	Middlesex Water Co	1,107,615	$57,651,357
5	CWT	California Water Service Group	1,118,705	$50,722,078
6	HTO	H2o America	781,201	$45,833,057
7	CWCO	Consolidated Water Co. Ltd.	881,660	$29,200,576
8	YORW	York Water Co This page	661,948	$20,156,313

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,156,313	661,948	+3.0%	Shares	Defined	2026-05-15
2025-12-31	$20,464,073	642,716	+250.0%	Shares	Defined	2026-05-27
2025-09-30	$5,586,599	183,649	-15.0%	Shares	Defined	2026-05-27
2025-06-30	$6,824,744	215,973	+20.0%	Shares	Defined	2025-08-15
2025-03-31	$6,240,316	179,940	-1.9%	Shares	Defined	2025-05-15
2024-12-31	$5,999,537	183,360	-11.4%	Shares	Defined	2025-05-15
2024-09-30	$7,755,302	207,029	+16.2%	Shares	Defined	2025-05-14
2024-06-30	$6,606,245	178,114	+9.8%	Shares	Defined	2025-05-14
2024-03-31	$5,885,710	162,275	-36.8%	Shares	Defined	2024-10-17
2023-12-31	$9,909,347	256,586	-16.6%	Shares	Defined	2024-08-16
2023-09-30	$11,540,018	307,816	+5.6%	Shares	Defined	2023-11-15
2023-06-30	$12,031,977	291,543	+7.6%	Shares	Defined	2023-08-14
2023-03-31	$12,106,141	270,831	+11.1%	Shares	Defined	2023-05-15
2022-12-31	$10,964,544	243,765	+108.4%	Shares	Defined	2023-02-14
2022-09-30	$4,494,729	116,959	-1.1%	Shares	Defined	2022-11-14
2022-06-30	$4,779,550	118,218	+182.9%	Shares	Defined	2022-10-27
2022-03-31	$1,878,933	41,782	-1.9%	Shares	Defined	2022-10-27
2021-12-31	$2,121,223	42,612	-8.6%	Shares	Defined	2022-02-14
2021-09-30	$2,037,450	46,645	+20.3%	Shares	Defined	2021-11-15
2021-06-30	$1,756,686	38,779	+3.6%	Shares	Defined	2021-08-23
2021-03-31	$1,832,994	37,431	-30.0%	Shares	Defined	2021-05-17
2020-12-31	$2,492,027	53,477	+26.7%	Shares	Defined	2021-02-16
2020-09-30	$1,784,385	42,214	-4.9%	Shares	Defined	2020-11-13
2020-06-30	$2,129,327	44,398	+0.8%	Shares	Defined	2020-08-14
2020-03-31	$1,913,543	44,030	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.