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Equibles

Private Advisor Group, LLC

Position in MSEX — Middlesex Water Co

CIK 1567755 MORRISTOWN, NJ
Back to MSEX Full portfolio

Position in MSEX

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$913,947
+$290,961 QoQ
Shares Held
16,274
+36.0% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#65
of 227 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MSEX Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

Private Advisor Group, LLC holds $5,100,113 across 4 Utilities - Regulated Water names. MSEX ranks #3 (17.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AWK
American Water Works Company, Inc.
 18,992 $2,498,967
2 WTRG
Essential Utilities, Inc.
 37,225 $1,426,089
3 MSEX
Middlesex Water Co
This page 		16,274 $913,947
4 AWR
American States Water Co
 3,160 $261,110

All Filings in MSEX

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $913,947 16,274
2026-03-31 $622,986 11,969
2025-12-31 $592,082 11,743
2025-09-30 $631,418 11,667
2025-06-30 $632,118 11,667
2025-03-31 $702,792 10,964
2024-12-31 $577,035 10,964
2024-09-30 $716,857 10,988
2024-06-30 $577,734 11,055
2024-03-31 $534,817 10,187
2023-12-31 $668,208 10,183
2023-09-30 $651,966 9,841
2023-06-30 $793,694 9,840
2023-03-31 $724,016 9,268
2022-09-30 $715,566 9,269
2022-06-30 $812,267 9,264
2022-03-31 $1,014,364 9,645
2021-12-31 $1,160,173 9,644
2021-09-30 $991,210 9,644
2021-06-30 $788,122 9,643
2021-03-31 $726,984 9,200
2020-12-31 $666,651 9,199
2020-09-30 $571,655 9,198
2020-06-30 $617,921 9,198
2020-03-31 $517,933 8,615