Position in MSEX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$318,258
+$16,681 QoQ
Shares Held
5,667
-2.2% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#105
of 226 holders
Holding Since
Dec 2023
11 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, 2026GAMMA Investing LLC holds $2,248,605 across 12 Utilities - Regulated Water names. MSEX ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
5,564 | $732,111 | |
| 2 | AWR |
American States Water Co
|
3,931 | $324,818 | |
| 3 | MSEX |
Middlesex Water Co
This page
|
5,667 | $318,258 | |
| 4 | WTRG |
Essential Utilities, Inc.
|
7,524 | $288,244 | |
| 5 | HTO |
H2o America
|
3,409 | $207,164 | |
| 6 | CWT |
California Water Service Group
|
3,200 | $155,680 | |
| 7 | UUGRY |
United Utilities Group plc
|
4,350 | $150,858 | |
| 8 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
8,341 | $48,210 |
All Filings in MSEX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,258 | 5,667 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $301,577 | 5,794 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $334,788 | 6,640 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $251,603 | 4,649 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $196,239 | 3,622 | Shares | Defined | 2025-07-14 | |
| 2025-03-31 | $139,032 | 2,169 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $107,575 | 2,044 | Shares | Defined | 2025-01-03 | |
| 2024-09-30 | $133,481 | 2,046 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $64,332 | 1,231 | Shares | Defined | 2024-07-02 | |
| 2024-03-31 | $31,185 | 594 | Shares | Defined | 2024-04-05 | |
| 2023-12-31 | $9,974 | 152 | Shares | Defined | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||