Position in MSEX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$474,888
+$52,399 QoQ
Shares Held
8,456
+4.2% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#89
of 226 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Parcion Private Wealth LLC holds $744,840 across 2 Utilities - Regulated Water names. MSEX ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSEX |
Middlesex Water Co
This page
|
8,456 | $474,888 | |
| 2 | AWR |
American States Water Co
|
3,267 | $269,952 |
All Filings in MSEX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,888 | 8,456 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $422,489 | 8,117 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $413,292 | 8,197 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $449,791 | 8,311 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $434,252 | 8,015 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $512,800 | 8,000 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $421,040 | 8,000 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $521,920 | 8,000 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $418,080 | 8,000 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $420,000 | 8,000 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $524,960 | 8,000 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $530,000 | 8,000 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $645,280 | 8,000 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $624,960 | 8,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $629,360 | 8,000 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $617,600 | 8,000 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $701,440 | 8,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $841,360 | 8,000 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $962,400 | 8,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $822,240 | 8,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $653,840 | 8,000 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $632,160 | 8,000 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $579,760 | 8,000 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $497,200 | 8,000 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $537,440 | 8,000 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $480,960 | 8,000 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||