Position in MSEX
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$610,234
+$595,498 QoQ
Shares Held
11,724
+4210.3% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Brooklyn Investment Group holds $6,267,182 across 8 Utilities - Regulated Water names. MSEX ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YORW |
York Water Co
|
44,106 | $1,343,027 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
37,506 | $1,144,308 | |
| 3 | HTO |
H2o America
|
15,103 | $886,093 | |
| 4 | WTRG |
Essential Utilities, Inc.
|
18,564 | $747,572 | |
| 5 | MSEX |
Middlesex Water Co
This page
|
11,724 | $610,234 | |
| 6 | CWCO |
Consolidated Water Co. Ltd.
|
17,500 | $579,600 | |
| 7 | AWK |
American Water Works Company, Inc.
|
3,802 | $517,414 | |
| 8 | CDZI |
Cadiz Inc
|
89,396 | $438,934 |
All Filings in MSEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $610,234 | 11,724 | Shares | Defined | 2026-04-29 | |
| 2025-06-30 | $14,736 | 272 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,743 | 152 | Shares | Defined | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||