Position in MSEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,677,948
+$43,839 QoQ
Shares Held
29,878
-4.8% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 226 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Baird Financial Group, Inc. holds $42,832,076 across 7 Utilities - Regulated Water names. MSEX ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
253,025 | $33,293,028 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
126,558 | $4,848,436 | |
| 3 | MSEX |
Middlesex Water Co
This page
|
29,878 | $1,677,948 | |
| 4 | HTO |
H2o America
|
25,269 | $1,535,597 | |
| 5 | AWR |
American States Water Co
|
7,258 | $599,728 | |
| 6 | YORW |
York Water Co
|
18,312 | $561,261 | |
| 7 | CWT |
California Water Service Group
|
6,497 | $316,078 |
All Filings in MSEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,677,948 | 29,878 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,634,109 | 31,395 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,457,188 | 28,901 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,591,073 | 29,399 | Shares | Defined | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||