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Equibles

CAPTRUST FINANCIAL ADVISORS

Position in MSEX — Middlesex Water Co

CIK 1512024 RALEIGH, NC
Back to MSEX Full portfolio

Position in MSEX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$343,867
+$84,398 QoQ
Shares Held
6,123
+22.8% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#100
of 227 holders
Holding Since
Jun 2020
11 quarters on record
Voting authority Sole 11% Shared 0% None 89%

Common Shares in MSEX Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $10,679,916 across 7 Utilities - Regulated Water names. MSEX ranks #6 (3.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AWK
American Water Works Company, Inc.
 29,277 $3,852,267
2 AWR
American States Water Co
 25,239 $2,085,498
3 WTRG
Essential Utilities, Inc.
 44,789 $1,715,866
4 SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
 279,779 $1,617,122
5 CWT
California Water Service Group
 17,143 $834,006
6 MSEX
Middlesex Water Co
This page 		6,123 $343,867
7 HTO
H2o America
 3,806 $231,290

All Filings in MSEX

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $343,867 6,123
2026-03-31 $259,469 4,985
2022-06-30 $58,219 664
2022-03-31 $2,524 24
2021-12-31 $4,812 40
2021-09-30 $3,288 32
2021-06-30 $6,374 78
2021-03-31 $28,763 364
2020-12-31 $29,132 402
2020-09-30 $24,984 402
2020-06-30 $27,006 402