Position in MSEX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,371,314
+$102,179 QoQ
Shares Held
24,418
+0.1% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 226 holders
Holding Since
Dec 2021
19 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, 2026HighTower Advisors, LLC holds $80,961,727 across 9 Utilities - Regulated Water names. MSEX ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
545,306 | $71,751,363 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
92,130 | $3,529,500 | |
| 3 | AWR |
American States Water Co
|
17,847 | $1,474,697 | |
| 4 | MSEX |
Middlesex Water Co
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|
24,418 | $1,371,314 | |
| 5 | CWT |
California Water Service Group
|
26,233 | $1,276,235 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
144,915 | $837,608 | |
| 7 | HTO |
H2o America
|
5,851 | $355,565 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
8,552 | $252,284 |
All Filings in MSEX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,371,314 | 24,418 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,269,135 | 24,383 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,165,710 | 23,120 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,249,414 | 23,086 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,042,585 | 19,243 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,244,309 | 19,412 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $911,604 | 17,321 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,193,565 | 18,295 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,024,296 | 19,600 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,120,297 | 21,339 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,452,104 | 22,129 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,566,547 | 23,646 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,795,859 | 47,060 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,685,467 | 47,177 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,443,936 | 43,777 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,183,110 | 41,232 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,589,443 | 40,938 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,224,678 | 40,170 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,853,076 | 48,654 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||