Position in MSEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,369
+$246 QoQ
Shares Held
60
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#199
of 227 holders
Holding Since
Jun 2024
9 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, 2026Smartleaf Asset Management LLC holds $491,168 across 10 Utilities - Regulated Water names. MSEX ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,987 | $261,449 | |
| 2 | AWR |
American States Water Co
|
1,471 | $121,548 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
1,628 | $62,368 | |
| 4 | HTO |
H2o America
|
233 | $14,159 | |
| 5 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
2,203 | $12,733 | |
| 6 | CWT |
California Water Service Group
|
212 | $10,313 | |
| 7 | CWCO |
Consolidated Water Co. Ltd.
|
120 | $3,540 | |
| 8 | MSEX |
Middlesex Water Co
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|
60 | $3,369 |
All Filings in MSEX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,369 | 60 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,123 | 60 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,722 | 173 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,362 | 173 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,939 | 165 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,435 | 194 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $22,157 | 421 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $14,352 | 220 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,584 | 126 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||