Position in MSEX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$524,759
+$38,925 QoQ
Shares Held
9,344
+0.1% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 226 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $20,649,894 across 10 Utilities - Regulated Water names. MSEX ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
214,829 | $8,230,098 | |
| 2 | AWK |
American Water Works Company, Inc.
|
55,050 | $7,243,479 | |
| 3 | HTO |
H2o America
|
27,673 | $1,681,688 | |
| 4 | AWR |
American States Water Co
|
13,604 | $1,124,098 | |
| 5 | CWT |
California Water Service Group
|
12,402 | $603,357 | |
| 6 | MSEX |
Middlesex Water Co
This page
|
9,344 | $524,759 | |
| 7 | GWRS |
Global Water Resources, Inc.
|
66,750 | $483,270 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
11,253 | $331,963 |
All Filings in MSEX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,759 | 9,344 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $485,834 | 9,334 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $468,906 | 9,300 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $464,566 | 8,584 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $469,090 | 8,658 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $750,546 | 11,709 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $451,512 | 8,579 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $560,150 | 8,586 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $447,763 | 8,568 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $336,997 | 6,419 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $400,806 | 6,108 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $410,882 | 6,202 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $504,205 | 6,251 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $492,937 | 6,310 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $523,234 | 6,651 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $514,074 | 6,659 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $598,942 | 6,831 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $281,224 | 2,674 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $329,982 | 2,743 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $326,018 | 3,172 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $259,084 | 3,170 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $258,158 | 3,267 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $236,542 | 3,264 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $202,609 | 3,260 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $233,047 | 3,469 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $208,375 | 3,466 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||