Position in MSEX
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$513,056
+$47,024 QoQ
Shares Held
9,857
+6.6% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026Inspire Investing, LLC holds $5,272,560 across 10 Utilities - Regulated Water names. MSEX ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWCO |
Consolidated Water Co. Ltd.
|
52,813 | $1,749,166 | |
| 2 | AWK |
American Water Works Company, Inc.
|
9,232 | $1,256,382 | |
| 3 | AWR |
American States Water Co
|
6,904 | $522,080 | |
| 4 | YORW |
York Water Co
|
16,853 | $513,173 | |
| 5 | MSEX |
Middlesex Water Co
This page
|
9,857 | $513,056 | |
| 6 | WTRG |
Essential Utilities, Inc.
|
12,184 | $490,649 | |
| 7 | HTO |
H2o America
|
3,619 | $212,326 | |
| 8 | ARTNA |
Artesian Resources Corp
|
262 | $8,344 |
All Filings in MSEX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $513,056 | 9,857 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $466,032 | 9,243 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $452,984 | 8,370 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $392,209 | 7,239 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $343,768 | 5,363 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $401,724 | 7,633 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $412,186 | 6,318 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $346,170 | 6,624 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $357,000 | 6,800 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $382,695 | 5,832 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $307,598 | 4,643 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||