Position in MSEX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,570,626
-$419,609 QoQ
Shares Held
27,967
-26.9% QoQ
Ownership
0.148%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#48
of 226 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026NORTHSTAR ASSET MANAGEMENT INC holds $3,915,215 across 2 Utilities - Regulated Water names. MSEX ranks #2 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWT |
California Water Service Group
|
48,193 | $2,344,589 | |
| 2 | MSEX |
Middlesex Water Co
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|
27,967 | $1,570,626 |
All Filings in MSEX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,570,626 | 27,967 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,990,235 | 38,237 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,376,193 | 47,128 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,803,145 | 51,795 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,846,020 | 34,072 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,240,142 | 19,347 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||