Position in MSEX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$280
+$20 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#217
of 226 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026TFC Financial Management, Inc. holds $4,048 across 4 Utilities - Regulated Water names. MSEX ranks #2 (6.9% of the industry book) .
All Filings in MSEX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280 | 5 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $260 | 5 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $252 | 5 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $270 | 5 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $270 | 5 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $320 | 5 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $263 | 5 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $326 | 5 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||