Position in MSEX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$261,874
+$10,161 QoQ
Shares Held
4,663
-3.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#118
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, 2026Janney Montgomery Scott LLC holds $20,175,383 across 7 Utilities - Regulated Water names. MSEX ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
86,067 | $11,324,695 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
165,749 | $6,349,844 | |
| 3 | ARTNA |
Artesian Resources Corp
|
22,827 | $775,889 | |
| 4 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
115,351 | $666,728 | |
| 5 | AWR |
American States Water Co
|
5,784 | $477,931 | |
| 6 | YORW |
York Water Co
|
10,389 | $318,422 | |
| 7 | MSEX |
Middlesex Water Co
This page
|
4,663 | $261,874 |
All Filings in MSEX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,874 | 4,663 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $251,713 | 4,836 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $233,646 | 4,634 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $282,939 | 5,228 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $281,140 | 5,189 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $345,114 | 5,384 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $293,359 | 5,574 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $374,803 | 5,745 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $303,630 | 5,810 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $302,767 | 5,767 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $405,203 | 6,175 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $410,418 | 6,195 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $515,014 | 6,385 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $509,654 | 6,524 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $535,270 | 6,804 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $528,665 | 6,848 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $600,432 | 6,848 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $684,025 | 6,504 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,020,761 | 66,673 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $7,255,240 | 70,590 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $5,649,831 | 69,128 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $5,901,055 | 74,678 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $5,083,263 | 70,143 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,003,827 | 64,422 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,268,012 | 63,531 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $788,113 | 13,109 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||