Position in MSEX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$168
+$12 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#219
of 226 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
Derivatives in MSEX
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$192
PutShares
3
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Quaker Wealth Management, LLC holds $420,587 across 3 Utilities - Regulated Water names. MSEX ranks #3 (0.0% of the industry book) .
All Filings in MSEX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168 | 3 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $156 | 3 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $151 | 3 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $162 | 3 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $162 | 3 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $192 | 3 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||