Position in MSEX
as of Mar 31, 2026
· filed Jul 17, 2026
Position Value
$2,000,957
+$81,872 QoQ
Shares Held
38,443
+1.0% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 91%
None 9%
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026AMERIPRISE FINANCIAL INC holds $279,921,795 across 9 Utilities - Regulated Water names. MSEX ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,800,835 | $245,075,633 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
304,546 | $12,264,067 | |
| 3 | AWR |
American States Water Co
|
107,601 | $8,136,786 | |
| 4 | CWT |
California Water Service Group
|
136,151 | $6,173,086 | |
| 5 | HTO |
H2o America
|
89,831 | $5,270,383 | |
| 6 | MSEX |
Middlesex Water Co
This page
|
38,443 | $2,000,957 | |
| 7 | ARTNA |
Artesian Resources Corp
|
15,034 | $478,832 | |
| 8 | YORW |
York Water Co
|
9,127 | $277,917 |
All Filings in MSEX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,000,957 | 38,443 | Shares | Defined | 2026-07-17 | |
| 2025-12-31 | $1,919,085 | 38,062 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,335,926 | 43,162 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,217,966 | 40,937 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,847,641 | 44,425 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,706,970 | 51,434 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,592,701 | 55,069 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,223,083 | 61,674 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,311,805 | 63,082 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,947,238 | 60,153 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,287,368 | 64,715 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,786,063 | 71,734 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,747,131 | 73,568 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $5,872,636 | 74,649 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,899,777 | 76,422 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,780,381 | 77,331 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $8,280,453 | 78,734 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,520,180 | 79,137 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,160,217 | 79,395 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $775,944 | 9,494 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $847,014 | 10,719 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $501,564 | 6,921 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $406,647 | 6,543 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $407,110 | 6,060 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $271,982 | 4,524 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||