Position in MSEX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$199,536
+$14,915 QoQ
Shares Held
3,553
+0.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#140
of 226 holders
Holding Since
Dec 2022
15 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, 2026ARMSTRONG ADVISORY GROUP, INC holds $547,046 across 4 Utilities - Regulated Water names. MSEX ranks #2 (36.5% of the industry book) .
All Filings in MSEX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,536 | 3,553 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $184,621 | 3,547 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $178,537 | 3,541 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $191,260 | 3,534 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $192,393 | 3,551 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $230,952 | 3,603 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $189,625 | 3,603 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $268,527 | 4,116 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $214,840 | 4,111 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $292,320 | 5,568 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $365,372 | 5,568 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $378,155 | 5,708 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $460,407 | 5,708 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $445,908 | 5,708 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $449,048 | 5,708 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||