Position in MSEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,934,872
+$727,071 QoQ
Shares Held
176,903
0.0% QoQ
Ownership
0.939%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#17
of 226 holders
Holding Since
Sep 2020
9 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, 2026Zimmer Partners, LP holds $84,659,497 across 3 Utilities - Regulated Water names. MSEX ranks #3 (11.7% of the industry book) .
All Filings in MSEX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,934,872 | 176,903 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,207,801 | 176,903 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,259,985 | 183,657 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,364,624 | 154,557 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,613,048 | 122,057 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,195,673 | 112,257 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $1,972,187 | 37,738 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $898,380 | 11,500 | Shares | Sole | 2023-05-15 | |
| 2020-09-30 | $1,398,375 | 22,500 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||