Position in MSEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$172,748
-$11,924 QoQ
Shares Held
3,076
-13.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#142
of 227 holders
Holding Since
Mar 2020
26 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, 2026BARCLAYS PLC holds $69,974,220 across 11 Utilities - Regulated Water names. MSEX ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
428,377 | $56,365,844 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
196,584 | $7,531,132 | |
| 3 | AWR |
American States Water Co
|
44,251 | $3,656,459 | |
| 4 | HTO |
H2o America
|
19,442 | $1,181,489 | |
| 5 | CWT |
California Water Service Group
|
11,133 | $541,619 | |
| 6 | YORW |
York Water Co
|
7,012 | $214,917 | |
| 7 | GWRS |
Global Water Resources, Inc.
|
28,008 | $202,777 | |
| 8 | MSEX |
Middlesex Water Co
This page
|
3,076 | $172,748 |
All Filings in MSEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,748 | 3,076 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $184,672 | 3,548 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,439,238 | 28,545 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,364,038 | 25,204 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $1,844,774 | 34,049 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $1,475,901 | 23,025 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $1,646,055 | 31,276 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $1,951,915 | 29,919 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $347,894 | 6,657 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $833,385 | 15,874 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $1,958,690 | 29,849 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $695,028 | 10,491 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $1,998,431 | 24,776 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $697,767 | 8,932 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $665,312 | 8,457 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $626,245 | 8,112 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $610,515 | 6,963 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,645,069 | 15,642 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,799,555 | 31,584 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,401,865 | 23,369 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $605,292 | 7,406 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,267,480 | 16,040 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $398,947 | 5,505 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $485,764 | 7,816 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $629,879 | 9,376 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $339,256 | 5,643 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||