Position in MSEX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$25,440
+$1,862 QoQ
Shares Held
453
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#171
of 227 holders
Holding Since
Sep 2025
4 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, 2026Salomon & Ludwin, LLC holds $97,387 across 5 Utilities - Regulated Water names. MSEX ranks #2 (26.1% of the industry book) .
All Filings in MSEX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,440 | 453 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $23,578 | 453 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,302 | 244 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,355 | 62 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||