Position in MSEX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$21,124,335
+$1,533,847 QoQ
Shares Held
405,847
+4.5% QoQ
Ownership
2.18%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Legal & General Group Plc holds $695,563,083 across 12 Utilities - Regulated Water names. MSEX ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
3,215,234 | $437,561,193 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
3,408,848 | $137,274,307 | |
| 3 | CWT |
California Water Service Group
|
777,542 | $35,253,752 | |
| 4 | HTO |
H2o America
|
543,482 | $31,886,087 | |
| 5 | MSEX |
Middlesex Water Co
This page
|
405,847 | $21,124,335 | |
| 6 | AWR |
American States Water Co
|
227,511 | $17,204,380 | |
| 7 | YORW |
York Water Co
|
299,700 | $9,125,864 | |
| 8 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
981,334 | $5,988,099 |
All Filings in MSEX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,124,335 | 405,847 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $19,590,488 | 388,546 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $20,552,718 | 379,762 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $15,478,142 | 285,680 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $16,383,574 | 255,594 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $10,306,847 | 195,836 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $12,790,365 | 196,051 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $11,918,100 | 228,054 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $11,302,304 | 215,282 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $11,151,199 | 169,936 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $11,558,240 | 174,464 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $14,200,515 | 176,054 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $13,367,112 | 171,110 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,123,097 | 128,678 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $9,236,130 | 119,639 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,334,325 | 106,459 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $10,692,107 | 101,665 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,497,605 | 103,887 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,731,004 | 94,678 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,080,989 | 62,168 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,976,050 | 37,662 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $820,722 | 11,325 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $622,742 | 10,020 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $628,065 | 9,349 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $511,680 | 8,511 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||