Capital Advisors, Ltd. LLC

Position in MSEX — Middlesex Water Co

CIK 1597878 SHAKER HEIGHTS, OH

Position in MSEX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$4,998

+$4,944 QoQ

Shares Held

+8800.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#196

of 226 holders

Holding Since

Jun 2023

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Capital Advisors, Ltd. LLC holds $171,016 across 5 Utilities - Regulated Water names. MSEX ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	717	$94,342
2	WTRG	Essential Utilities, Inc.	1,098	$42,064
3	CWT	California Water Service Group	608	$29,579
4	MSEX	Middlesex Water Co This page	89	$4,998
5	ARTNA	Artesian Resources Corp	1	$33

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,998	89	+8800.0%	Shares	Sole	2026-07-16
2025-09-30	$54	1	-75.0%	Shares	Sole	2025-10-16
2023-06-30	$322	4	—	Shares	Sole	2023-07-26
No filing history on record for this holder in this stock.