Position in MSEX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,400
+$5,259 QoQ
Shares Held
203
+72.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#189
of 226 holders
Holding Since
Mar 2020
26 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, 2026SIGNATUREFD, LLC holds $1,556,271 across 9 Utilities - Regulated Water names. MSEX ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
6,192 | $814,743 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
7,950 | $304,564 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
52,020 | $300,675 | |
| 4 | AWR |
American States Water Co
|
576 | $47,594 | |
| 5 | YORW |
York Water Co
|
801 | $24,550 | |
| 6 | CWT |
California Water Service Group
|
491 | $23,887 | |
| 7 | HTO |
H2o America
|
292 | $17,744 | |
| 8 | MSEX |
Middlesex Water Co
This page
|
203 | $11,400 |
All Filings in MSEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,400 | 203 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,141 | 118 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $12,050 | 239 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $16,723 | 309 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $22,701 | 419 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $19,806 | 309 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $21,630 | 411 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $27,792 | 426 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $22,942 | 439 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $44,520 | 848 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $13,780 | 210 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,836 | 73 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $9,114 | 113 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,921 | 63 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,956 | 63 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $4,863 | 63 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,523 | 63 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $10,937 | 104 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $14,676 | 122 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $17,575 | 171 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $6,865 | 84 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $6,400 | 81 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,565 | 63 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $994 | 16 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,485 | 37 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $2,044 | 34 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||