Cerity Partners LLC

Position in MSEX — Middlesex Water Co

CIK 1566475 NEW YORK, NY

Position in MSEX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$300,692

-$165,994 QoQ

Shares Held

5,777

-37.6% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Utilities · as of Mar 31, 2026

Cerity Partners LLC holds $111,758,819 across 8 Utilities - Regulated Water names. MSEX ranks #6 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HTO	H2o America	1,309,679	$76,838,866
2	AWK	American Water Works Company, Inc.	207,706	$28,266,708
3	WTRG	Essential Utilities, Inc.	71,559	$2,881,679
4	AWR	American States Water Co	29,437	$2,226,025
5	CWT	California Water Service Group	19,116	$866,719
6	MSEX	Middlesex Water Co This page	5,777	$300,692
7	YORW	York Water Co	7,150	$217,717
8	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	26,289	$160,413

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$300,692	5,777	-37.6%	Shares	Sole	2026-05-15
2025-12-31	$466,686	9,256	-23.7%	Shares	Sole	2026-02-11
2025-09-30	$656,421	12,129	+6.6%	Shares	Other	2025-10-22
2025-06-30	$616,243	11,374	-26.5%	Shares	Other	2025-08-13
2025-03-31	$992,396	15,482	-12.6%	Shares	Sole	2025-04-30
2024-12-31	$932,393	17,716	-12.5%	Shares	Other	2025-02-13
2024-09-30	$1,320,783	20,245	+13.6%	Shares	Sole	2024-11-12
2024-06-30	$931,064	17,816	-5.7%	Shares	Sole	2024-08-13
2024-03-31	$991,725	18,890	+17.7%	Shares	Defined	2024-05-14
2023-12-31	$1,053,529	16,055	+2.8%	Shares	Sole	2024-01-26
2023-09-30	$1,034,957	15,622	-50.1%	Shares	Sole	2023-11-14
2023-06-30	$2,523,851	31,290	+116.8%	Shares	Other	2023-08-14
2023-03-31	$1,127,662	14,435	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.