Position in MSEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$42,456
+$3,107 QoQ
Shares Held
756
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#160
of 226 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $1,676,347 across 10 Utilities - Regulated Water names. MSEX ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
9,319 | $1,226,194 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
6,024 | $230,779 | |
| 3 | CWT |
California Water Service Group
|
1,611 | $78,375 | |
| 4 | MSEX |
Middlesex Water Co
This page
|
756 | $42,456 | |
| 5 | AWR |
American States Water Co
|
414 | $34,208 | |
| 6 | ARTNA |
Artesian Resources Corp
|
1,000 | $33,990 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
4,287 | $24,778 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
133 | $3,923 |
All Filings in MSEX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,456 | 756 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $39,349 | 756 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,907 | 256 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,530 | 250 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,545 | 250 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $28,845 | 450 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $23,683 | 450 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $29,358 | 450 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $23,517 | 450 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $23,625 | 450 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $29,529 | 450 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $29,812 | 450 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $40,330 | 500 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $39,060 | 500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $39,335 | 500 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $38,600 | 500 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $43,840 | 500 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $60,150 | 500 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $164,448 | 1,600 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $130,768 | 1,600 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $126,432 | 1,600 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||