Steward Partners Investment Advisory, LLC
Position in MSEX — Middlesex Water Co
CIK 1723397
STAMFORD, CT
Position in MSEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$54,531
+$3,991 QoQ
Shares Held
971
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#154
of 226 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $8,352,186 across 9 Utilities - Regulated Water names. MSEX ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
49,662 | $6,534,525 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
35,247 | $1,350,312 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
32,550 | $188,139 | |
| 4 | CWT |
California Water Service Group
|
3,650 | $177,572 | |
| 5 | MSEX |
Middlesex Water Co
This page
|
971 | $54,531 | |
| 6 | AWR |
American States Water Co
|
430 | $35,530 | |
| 7 | HTO |
H2o America
|
184 | $11,181 | |
| 8 | PCYO |
Pure Cycle Corp
|
33 | $353 |
All Filings in MSEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,531 | 971 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $50,540 | 971 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $48,957 | 971 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $52,550 | 971 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $52,608 | 971 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $62,241 | 971 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $315,464 | 5,994 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $391,048 | 5,994 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $313,246 | 5,994 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $314,685 | 5,994 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $393,326 | 5,994 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $397,102 | 5,994 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $483,476 | 5,994 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $468,251 | 5,994 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $471,547 | 5,994 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $462,736 | 5,994 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $525,553 | 5,994 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $630,388 | 5,994 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $721,078 | 5,994 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $616,063 | 5,994 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $481,716 | 5,894 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $465,743 | 5,894 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $427,138 | 5,894 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $366,312 | 5,894 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $395,958 | 5,894 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $354,347 | 5,894 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||