Position in MSEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,998
+$1,771 QoQ
Shares Held
89
+43.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#197
of 226 holders
Holding Since
Jun 2024
9 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, 2026Larson Financial Group LLC holds $503,820 across 8 Utilities - Regulated Water names. MSEX ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,994 | $262,370 | |
| 2 | HTO |
H2o America
|
2,337 | $142,019 | |
| 3 | CWT |
California Water Service Group
|
784 | $38,141 | |
| 4 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
5,975 | $34,535 | |
| 5 | WTRG |
Essential Utilities, Inc.
|
480 | $18,388 | |
| 6 | MSEX |
Middlesex Water Co
This page
|
89 | $4,998 | |
| 7 | AWR |
American States Water Co
|
39 | $3,222 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
5 | $147 |
All Filings in MSEX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,998 | 89 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,227 | 62 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,327 | 66 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,138 | 58 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $650 | 12 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $576 | 9 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $473 | 9 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $260 | 4 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $209 | 4 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||