Position in MSEX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,971
-$7,692 QoQ
Shares Held
231
-41.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#188
of 226 holders
Holding Since
Mar 2024
10 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, 2026EverSource Wealth Advisors, LLC holds $821,530 across 12 Utilities - Regulated Water names. MSEX ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
2,311 | $304,077 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
4,723 | $180,934 | |
| 3 | AWR |
American States Water Co
|
1,932 | $159,638 | |
| 4 | CWT |
California Water Service Group
|
1,113 | $54,145 | |
| 5 | HTO |
H2o America
|
754 | $45,818 | |
| 6 | YORW |
York Water Co
|
866 | $26,542 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
3,427 | $19,807 | |
| 8 | MSEX |
Middlesex Water Co
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|
231 | $12,971 |
All Filings in MSEX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,971 | 231 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $20,663 | 397 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,159 | 23 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,820 | 163 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,087 | 57 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,742 | 74 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,735 | 52 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,674 | 41 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,142 | 41 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,455 | 142 | Shares | Sole | 2024-06-11 | |
| No filing history on record for this holder in this stock. | ||||||