Position in MSEX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$336
+$140 QoQ
Shares Held
6
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#214
of 226 holders
Holding Since
Mar 2022
6 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, 2026JFS WEALTH ADVISORS, LLC holds $44,287 across 9 Utilities - Regulated Water names. MSEX ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
406 | $15,553 | |
| 2 | AWK |
American Water Works Company, Inc.
|
82 | $10,789 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
1,310 | $7,571 | |
| 4 | CWCO |
Consolidated Water Co. Ltd.
|
136 | $4,012 | |
| 5 | CWT |
California Water Service Group
|
46 | $2,237 | |
| 6 | AWR |
American States Water Co
|
26 | $2,148 | |
| 7 | HTO |
H2o America
|
24 | $1,458 | |
| 8 | MSEX |
Middlesex Water Co
This page
|
6 | $336 |
All Filings in MSEX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336 | 6 | Shares | Sole | 2026-07-10 | |
| 2023-12-31 | $196 | 3 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $322 | 4 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $314 | 4 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $154 | 2 | Shares | Sole | 2022-10-21 | |
| 2022-03-31 | $210 | 2 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||