Position in MSEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$673,526
+$160,470 QoQ
Shares Held
11,993
+21.7% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#75
of 226 holders
Holding Since
Sep 2023
12 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, 2026Inspire Investing, LLC holds $5,147,702 across 9 Utilities - Regulated Water names. MSEX ranks #5 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
13,627 | $1,793,040 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
31,012 | $1,188,069 | |
| 3 | AWR |
American States Water Co
|
8,297 | $685,581 | |
| 4 | YORW |
York Water Co
|
22,034 | $675,342 | |
| 5 | MSEX |
Middlesex Water Co
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|
11,993 | $673,526 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
17,646 | $101,993 | |
| 7 | HTO |
H2o America
|
201 | $12,214 | |
| 8 | ARTNA |
Artesian Resources Corp
|
264 | $8,973 |
All Filings in MSEX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $673,526 | 11,993 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||