NFJ INVESTMENT GROUP, LLC

Position in MSEX — Middlesex Water Co

CIK 1862664 DALLAS, TX

Position in MSEX

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,987,164

+$62,231 QoQ

Shares Held

38,178

0.0% QoQ

Ownership

0.203%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 9% Shared 91% None 0%

Utilities · as of Jun 30, 2026

NFJ INVESTMENT GROUP, LLC holds $5,514,333 across 3 Utilities - Regulated Water names.

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc.	105,602	$4,045,612
2	AWR	American States Water Co	17,740	$1,465,855
3	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	496	$2,866

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,987,164	38,178	0.0%	Shares	Other	2026-05-13
2025-12-31	$1,924,933	38,178	-4.9%	Shares	Other	2026-02-13
2025-09-30	$2,172,971	40,151	+2.9%	Shares	Other	2025-11-14
2025-06-30	$2,113,994	39,018	-22.2%	Shares	Other	2025-08-14
2025-03-31	$3,213,140	50,127	—	Shares	Other	2025-05-15
No filing history on record for this holder in this stock.