Position in MSEX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,820,212
+$1,843,629 QoQ
Shares Held
85,830
+50.1% QoQ
Ownership
0.455%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#27
of 226 holders
Holding Since
Jun 2020
7 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, 2026NUANCE INVESTMENTS, LLC holds $81,414,683 across 5 Utilities - Regulated Water names. MSEX ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWT |
California Water Service Group
|
1,096,077 | $53,324,146 | |
| 2 | HTO |
H2o America
|
154,446 | $9,385,683 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
238,896 | $9,152,105 | |
| 4 | MSEX |
Middlesex Water Co
This page
|
85,830 | $4,820,212 | |
| 5 | AWK |
American Water Works Company, Inc.
|
35,967 | $4,732,537 |
All Filings in MSEX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,820,212 | 85,830 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,976,583 | 57,187 | Shares | Sole | 2026-05-08 | |
| 2021-06-30 | $6,860,497 | 83,941 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $12,790,809 | 161,868 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,023,293 | 179,706 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $11,096,198 | 178,539 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $9,904,213 | 147,428 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||