Position in MSEX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,672
+$467 QoQ
Shares Held
101
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#195
of 226 holders
Holding Since
Sep 2022
11 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, 2026SJS Investment Consulting Inc. holds $147,880 across 10 Utilities - Regulated Water names. MSEX ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
820 | $107,895 | |
| 2 | AWR |
American States Water Co
|
202 | $16,691 | |
| 3 | CWT |
California Water Service Group
|
202 | $9,827 | |
| 4 | MSEX |
Middlesex Water Co
This page
|
101 | $5,672 | |
| 5 | WTRG |
Essential Utilities, Inc.
|
101 | $3,869 | |
| 6 | HTO |
H2o America
|
43 | $2,613 | |
| 7 | CWCO |
Consolidated Water Co. Ltd.
|
26 | $767 | |
| 8 | YORW |
York Water Co
|
12 | $367 |
All Filings in MSEX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,672 | 101 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,205 | 100 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,042 | 100 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,412 | 100 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,418 | 100 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,410 | 100 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,263 | 100 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,524 | 100 | Shares | Sole | 2024-10-16 | |
| 2023-12-31 | $65 | 1 | Shares | Defined | 2024-01-16 | |
| 2022-12-31 | $78 | 1 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $77 | 1 | Shares | Defined | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||