Fortitude Family Office, LLC
Family OfficePosition in MSEX — Middlesex Water Co
CIK 1950506
SCOTTSDALE, AZ
Position in MSEX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,976
+$1,779 QoQ
Shares Held
53
+130.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#201
of 226 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Fortitude Family Office, LLC holds $51,636 across 8 Utilities - Regulated Water names. MSEX ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
223 | $29,342 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
173 | $6,627 | |
| 3 | CWT |
California Water Service Group
|
104 | $5,059 | |
| 4 | AWR |
American States Water Co
|
60 | $4,957 | |
| 5 | MSEX |
Middlesex Water Co
This page
|
53 | $2,976 | |
| 6 | HTO |
H2o America
|
40 | $2,430 | |
| 7 | GWRS |
Global Water Resources, Inc.
|
31 | $224 | |
| 8 | PCYO |
Pure Cycle Corp
|
2 | $21 |
All Filings in MSEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,976 | 53 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,197 | 23 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,436 | 88 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $487 | 9 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $433 | 8 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||