Position in MSEX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$14,265,538
+$1,044,006 QoQ
Shares Held
254,016
0.0% QoQ
Ownership
1.35%
of shares outstanding
% of Portfolio
19.63%
of 13F equity value
Holder Rank
#12
of 226 holders
Holding Since
Dec 2023
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, 2026Ledgewood Wealth Advisors, LLC holds $14,265,538 across 1 Utilities - Regulated Water name. MSEX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSEX |
Middlesex Water Co
This page
|
254,016 | $14,265,538 |
All Filings in MSEX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,265,538 | 254,016 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $13,221,532 | 254,016 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,807,486 | 254,016 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $13,747,345 | 254,016 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $13,762,586 | 254,016 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $16,282,425 | 254,016 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $13,368,862 | 254,016 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $16,572,003 | 254,016 | Shares | Sole | 2025-04-15 | |
| 2024-06-30 | $11,803,025 | 225,852 | Shares | Sole | 2025-04-15 | |
| 2024-03-31 | $11,812,237 | 224,995 | Shares | Sole | 2025-04-15 | |
| 2023-12-31 | $14,764,171 | 224,995 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||