Position in MSEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$391,378
+$90,686 QoQ
Shares Held
6,969
+20.6% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#95
of 226 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 81%
Shared 7%
None 12%
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $121,676,246 across 8 Utilities - Regulated Water names. MSEX ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTO |
H2o America
|
1,307,227 | $79,440,183 | |
| 2 | AWK |
American Water Works Company, Inc.
|
237,458 | $31,244,723 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
104,650 | $4,009,140 | |
| 4 | AWR |
American States Water Co
|
44,351 | $3,664,722 | |
| 5 | CWT |
California Water Service Group
|
38,046 | $1,850,937 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
130,500 | $754,289 | |
| 7 | MSEX |
Middlesex Water Co
This page
|
6,969 | $391,378 | |
| 8 | YORW |
York Water Co
|
10,469 | $320,874 |
All Filings in MSEX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,378 | 6,969 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $300,692 | 5,777 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $466,686 | 9,256 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $656,421 | 12,129 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $616,243 | 11,374 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $992,396 | 15,482 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $932,393 | 17,716 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,320,783 | 20,245 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $931,064 | 17,816 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $991,725 | 18,890 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,053,529 | 16,055 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,034,957 | 15,622 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,523,851 | 31,290 | 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. | ||||||