Concord Wealth Partners

Position in MSEX — Middlesex Water Co

CIK 1814214 ABINGDON, VA

Position in MSEX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$51,948

+$5,512 QoQ

Shares Held

925

+0.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#156

of 226 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Concord Wealth Partners holds $66,161 across 2 Utilities - Regulated Water names. MSEX ranks #1 (78.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MSEX	Middlesex Water Co This page	925	$51,948
2	WTRG	Essential Utilities, Inc.	371	$14,213

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,948	925	+0.4%	Shares	Sole	2026-07-27
2025-12-31	$46,436	921	+0.2%	Shares	Sole	2026-01-29
2025-09-30	$49,736	919	+0.2%	Shares	Sole	2025-11-05
2025-06-30	$49,683	917	+0.2%	Shares	Sole	2025-07-25
2025-03-31	$58,651	915	+0.2%	Shares	Sole	2025-05-02
2024-12-31	$48,051	913	+0.2%	Shares	Sole	2025-01-24
2024-09-30	$59,433	911	+0.1%	Shares	Sole	2024-10-24
2024-06-30	$47,556	910	+0.2%	Shares	Sole	2024-07-31
2024-03-31	$47,670	908	+0.2%	Shares	Sole	2024-04-30
2023-12-31	$59,451	906	+0.2%	Shares	Sole	2024-04-30
2023-09-30	$59,890	904	+0.1%	Shares	Sole	2024-04-30
2023-06-30	$72,835	903	+0.1%	Shares	Sole	2023-08-08
2023-03-31	$70,464	902	+0.1%	Shares	Sole	2023-04-26
2022-12-31	$70,881	901	+0.2%	Shares	Sole	2023-01-30
2022-06-30	$78,824	899	-18.4%	Shares	Sole	2022-08-04
2022-03-31	$115,897	1,102	+0.2%	Shares	Sole	2022-04-20
2021-12-31	$132,330	1,100	+83.3%	Shares	Sole	2022-01-21
2021-09-30	$61,668	600	0.0%	Shares	Sole	2021-11-09
2021-06-30	$49,038	600	0.0%	Shares	Sole	2021-07-29
2021-03-31	$47,412	600	0.0%	Shares	Sole	2021-05-13
2020-12-31	$43,482	600	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.