Position in MSEX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,634,109
+$176,921 QoQ
Shares Held
31,395
+8.6% QoQ
Ownership
0.169%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Baird Financial Group, Inc. holds $43,617,456 across 7 Utilities - Regulated Water names. MSEX ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
251,020 | $34,161,311 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
129,188 | $5,202,400 | |
| 3 | MSEX |
Middlesex Water Co
This page
|
31,395 | $1,634,109 | |
| 4 | HTO |
H2o America
|
24,322 | $1,426,971 | |
| 5 | AWR |
American States Water Co
|
7,318 | $553,386 | |
| 6 | CWT |
California Water Service Group
|
7,913 | $358,774 | |
| 7 | YORW |
York Water Co
|
9,212 | $280,505 |
All Filings in MSEX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||