Position in MSEX
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$213,040
New position
Shares Held
4,093
first reported quarter
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Perigon Wealth Management, LLC holds $4,831,244 across 10 Utilities - Regulated Water names. MSEX ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
8,949 | $1,217,869 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
25,755 | $1,037,153 | |
| 3 | AWR |
American States Water Co
|
7,526 | $569,116 | |
| 4 | CWT |
California Water Service Group
|
10,692 | $484,775 | |
| 5 | HTO |
H2o America
|
7,789 | $456,980 | |
| 6 | YORW |
York Water Co
|
8,447 | $257,211 | |
| 7 | ARTNA |
Artesian Resources Corp
|
7,058 | $224,797 | |
| 8 | MSEX |
Middlesex Water Co
This page
|
4,093 | $213,040 |
All Filings in MSEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,040 | 4,093 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||