CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in MSEX — Middlesex Water Co

CIK 884546 SAN FRANCISCO, CA

Position in MSEX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$9,987,614

-$640,266 QoQ

Shares Held

191,885

-9.0% QoQ

Ownership

1.03%

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 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $363,964,431 across 11 Utilities - Regulated Water names. MSEX ranks #6 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	1,258,585	$171,280,832
2	WTRG	Essential Utilities, Inc.	1,985,831	$79,969,414
3	AWR	American States Water Co	462,056	$34,940,674
4	CWT	California Water Service Group	728,456	$33,028,195
5	HTO	H2o America	482,170	$28,288,913
6	MSEX	Middlesex Water Co This page	191,885	$9,987,614
7	YORW	York Water Co	118,116	$3,596,632
8	CWCO	Consolidated Water Co. Ltd.	41,145	$1,362,722

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,987,614	191,885	-9.0%	Shares	Sole	2026-05-15
2025-12-31	$10,627,880	210,787	+3.0%	Shares	Sole	2026-02-13
2025-09-30	$11,078,688	204,706	+12.6%	Shares	Sole	2025-11-10
2025-06-30	$9,852,795	181,853	+7.6%	Shares	Sole	2025-08-12
2025-03-31	$10,833,797	169,014	-2.0%	Shares	Sole	2025-09-15
2024-12-31	$9,077,201	172,472	+3.1%	Shares	Sole	2025-02-06
2024-09-30	$10,913,412	167,281	+4.3%	Shares	Sole	2024-11-12
2024-06-30	$8,384,437	160,437	+8.1%	Shares	Sole	2024-08-12
2024-03-31	$7,791,315	148,406	+1.6%	Shares	Sole	2024-05-09
2023-12-31	$9,583,210	146,041	+5.7%	Shares	Sole	2024-02-06
2023-09-30	$9,152,305	138,148	+1.1%	Shares	Sole	2023-11-08
2023-06-30	$11,026,947	136,709	+3.2%	Shares	Sole	2023-08-10
2023-03-31	$10,348,009	132,463	+0.8%	Shares	Sole	2023-05-12
2022-12-31	$10,335,507	131,378	+2.9%	Shares	Sole	2023-02-13
2022-09-30	$9,860,833	127,731	+2.8%	Shares	Sole	2022-11-14
2022-06-30	$10,892,311	124,228	-2.1%	Shares	Sole	2022-08-15
2022-03-31	$13,342,602	126,867	+3.2%	Shares	Sole	2022-05-13
2021-12-31	$14,791,366	122,954	+1.7%	Shares	Sole	2022-02-11
2021-09-30	$12,428,363	120,922	+0.1%	Shares	Sole	2021-11-16
2021-06-30	$9,871,512	120,782	+1.7%	Shares	Sole	2021-08-16
2021-03-31	$9,384,336	118,759	+2.9%	Shares	Sole	2021-05-17
2020-12-31	$8,360,066	115,359	+0.6%	Shares	Sole	2021-02-16
2020-09-30	$7,128,853	114,704	+0.2%	Shares	Sole	2020-11-13
2020-06-30	$7,686,601	114,418	+5.4%	Shares	Sole	2020-08-20
2020-03-31	$6,525,424	108,540	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.