Position in MSEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$218,743
-$484,283 QoQ
Shares Held
3,895
-63.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#137
of 226 holders
Holding Since
Mar 2024
4 quarters on record
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026IEQ CAPITAL, LLC holds $19,462,501 across 8 Utilities - Regulated Water names. MSEX ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWR |
American States Water Co
|
101,674 | $8,401,322 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
138,340 | $5,299,805 | |
| 3 | CWT |
California Water Service Group
|
63,323 | $3,080,663 | |
| 4 | HTO |
H2o America
|
29,734 | $1,806,935 | |
| 5 | YORW |
York Water Co
|
12,495 | $382,971 | |
| 6 | MSEX |
Middlesex Water Co
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|
3,895 | $218,743 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
26,893 | $155,441 | |
| 8 | GWRS |
Global Water Resources, Inc.
|
16,108 | $116,621 |
All Filings in MSEX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,743 | 3,895 | Shares | Other | 2026-08-11 | |
| 2024-09-30 | $703,026 | 10,776 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $554,635 | 10,613 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $557,182 | 10,613 | Shares | Other | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||