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Equibles

YOUSIF CAPITAL MANAGEMENT, LLC

Position in MSEX — Middlesex Water Co

CIK 1858789 BLOOMFIELD HILLS, MI
Back to MSEX Full portfolio

Position in MSEX

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$256,145
+$2,766 QoQ
Shares Held
4,561
-6.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#120
of 226 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 24% Shared 0% None 76%

Common Shares in MSEX Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

YOUSIF CAPITAL MANAGEMENT, LLC holds $8,265,887 across 6 Utilities - Regulated Water names. MSEX ranks #6 (3.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WTRG
Essential Utilities, Inc.
 80,725 $3,092,574
2 AWK
American Water Works Company, Inc.
 20,283 $2,668,837
3 AWR
American States Water Co
 10,394 $858,856
4 CWT
California Water Service Group
 15,922 $774,605
5 HTO
H2o America
 10,118 $614,870
6 MSEX
Middlesex Water Co
This page 		4,561 $256,145

All Filings in MSEX

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $256,145 4,561
2026-03-31 $253,379 4,868
2025-12-31 $245,595 4,871
2025-09-30 $299,121 5,527
2025-06-30 $357,750 6,603
2025-03-31 $423,252 6,603
2024-12-31 $352,252 6,693
2024-09-30 $447,611 6,861
2024-06-30 $374,390 7,164
2024-03-31 $421,995 8,038
2023-12-31 $578,637 8,818
2023-09-30 $582,867 8,798
2023-06-30 $760,301 9,426
2023-03-31 $775,341 9,925
2022-12-31 $885,037 11,250
2022-09-30 $1,094,310 14,175
2022-06-30 $1,265,222 14,430
2022-03-31 $1,659,056 15,775
2021-12-31 $1,899,537 15,790