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Equibles

Legal & General Group Plc

Position in MSEX — Middlesex Water Co

CIK 764068 London, X0
Back to MSEX Full portfolio

Position in MSEX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$24,570,223
+$3,445,888 QoQ
Shares Held
437,504
+7.8% QoQ
Ownership
2.32%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#9
of 226 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, 2026

Legal & General Group Plc holds $734,729,128 across 11 Utilities - Regulated Water names. MSEX ranks #6 (3.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AWK
American Water Works Company, Inc.
 3,372,753 $443,786,838
2 WTRG
Essential Utilities, Inc.
 3,504,219 $134,246,628
3 CWT
California Water Service Group
 807,510 $39,285,360
4 HTO
H2o America
 571,546 $34,732,849
5 SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
 5,062,447 $29,260,943
6 MSEX
Middlesex Water Co
This page 		437,504 $24,570,223
7 AWR
American States Water Co
 228,364 $18,869,716
8 YORW
York Water Co
 321,660 $9,858,878

All Filings in MSEX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $24,570,223 437,504
2026-03-31 $21,124,335 405,847
2025-12-31 $19,590,488 388,546
2025-09-30 $20,552,718 379,762
2025-06-30 $15,478,142 285,680
2025-03-31 $16,383,574 255,594
2024-12-31 $10,306,847 195,836
2024-09-30 $12,790,365 196,051
2024-06-30 $11,918,100 228,054
2024-03-31 $11,302,304 215,282
2023-12-31 $11,151,199 169,936
2023-09-30 $11,558,240 174,464
2023-06-30 $14,200,515 176,054
2023-03-31 $13,367,112 171,110
2022-12-31 $10,123,097 128,678
2022-09-30 $9,236,130 119,639
2022-06-30 $9,334,325 106,459
2022-03-31 $10,692,107 101,665
2021-12-31 $12,497,605 103,887
2021-09-30 $9,731,004 94,678
2021-06-30 $5,080,989 62,168
2021-03-31 $2,976,050 37,662
2020-12-31 $820,722 11,325
2020-09-30 $622,742 10,020
2020-06-30 $628,065 9,349
2020-03-31 $511,680 8,511