Position in MSEX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$229,245
+$7,148 QoQ
Shares Held
4,082
-4.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#129
of 226 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Ethic Inc. holds $18,820,920 across 7 Utilities - Regulated Water names. MSEX ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
114,815 | $15,107,357 | |
| 2 | AWR |
American States Water Co
|
11,670 | $964,292 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
21,478 | $822,822 | |
| 4 | HTO |
H2o America
|
12,742 | $774,331 | |
| 5 | CWT |
California Water Service Group
|
12,749 | $620,238 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
52,359 | $302,635 | |
| 7 | MSEX |
Middlesex Water Co
This page
|
4,082 | $229,245 |
All Filings in MSEX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,245 | 4,082 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $222,097 | 4,267 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $228,553 | 4,533 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $391,774 | 7,239 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $610,066 | 11,260 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,214,951 | 18,954 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,245,594 | 23,667 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $681,170 | 10,441 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $873,525 | 16,715 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $548,152 | 10,441 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $478,304 | 7,289 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $239,758 | 3,619 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $341,514 | 4,234 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $424,113 | 5,429 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $440,945 | 5,605 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $202,264 | 2,620 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $212,097 | 2,419 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $351,478 | 3,342 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $330,825 | 2,750 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $342,257 | 3,330 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||