Position in MSEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$658,981
+$183,538 QoQ
Shares Held
11,734
+33.6% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 226 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Mariner, LLC holds $26,787,619 across 9 Utilities - Regulated Water names. MSEX ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
171,350 | $6,564,417 | |
| 2 | CWT |
California Water Service Group
|
122,186 | $5,944,348 | |
| 3 | AWK |
American Water Works Company, Inc.
|
44,012 | $5,791,098 | |
| 4 | AWR |
American States Water Co
|
66,131 | $5,464,404 | |
| 5 | HTO |
H2o America
|
16,614 | $1,009,632 | |
| 6 | MSEX |
Middlesex Water Co
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|
11,734 | $658,981 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
108,248 | $625,673 | |
| 8 | YORW |
York Water Co
|
16,318 | $500,146 |
All Filings in MSEX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,981 | 11,734 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $475,443 | 8,785 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $214,011 | 3,950 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $488,121 | 7,615 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $449,722 | 8,545 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $563,085 | 8,631 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $445,150 | 8,518 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $205,905 | 3,922 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $257,099 | 3,918 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $232,471 | 3,509 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $275,776 | 3,419 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $260,217 | 3,331 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $274,479 | 3,489 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $376,813 | 4,881 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||