Position in MSEX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,038,884
+$553,491 QoQ
Shares Held
107,530
+2.0% QoQ
Ownership
0.571%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 226 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $102,596,935 across 7 Utilities - Regulated Water names. MSEX ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
222,681 | $29,300,365 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
643,984 | $24,671,025 | |
| 3 | AWR |
American States Water Co
|
190,996 | $15,781,999 | |
| 4 | CWT |
California Water Service Group
|
289,290 | $14,073,958 | |
| 5 | HTO |
H2o America
|
189,995 | $11,545,995 | |
| 6 | MSEX |
Middlesex Water Co
This page
|
107,530 | $6,038,884 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
204,967 | $1,184,709 |
All Filings in MSEX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,038,884 | 107,530 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $5,485,393 | 105,387 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $7,519,335 | 149,134 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $6,837,682 | 126,343 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $5,549,764 | 102,432 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,700,604 | 88,933 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $4,559,863 | 86,640 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $5,486,422 | 84,096 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $4,599,610 | 88,014 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $4,870,425 | 92,770 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $6,074,114 | 92,565 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $6,288,979 | 94,928 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $8,122,622 | 100,702 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $8,316,185 | 106,454 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $8,552,608 | 108,715 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $8,436,724 | 109,284 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $9,670,138 | 110,289 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $15,221,359 | 144,731 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $17,851,917 | 148,395 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $13,403,436 | 130,409 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $713,012 | 8,724 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $891,660 | 11,284 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $828,910 | 11,438 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $364,571 | 5,866 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $418,061 | 6,223 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $872,641 | 14,515 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||