Position in MSEX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,757,390
-$1,261,960 QoQ
Shares Held
129,825
-18.4% QoQ
Ownership
0.697%
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%
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026GOLDMAN SACHS GROUP INC holds $454,916,752 across 13 Utilities - Regulated Water names. MSEX ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,928,004 | $262,382,061 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
2,839,278 | $114,337,724 | |
| 3 | HTO |
H2o America
|
342,043 | $20,067,662 | |
| 4 | AWR |
American States Water Co
|
236,005 | $17,846,697 | |
| 5 | CWT |
California Water Service Group
|
283,976 | $12,875,471 | |
| 6 | MSEX |
Middlesex Water Co
This page
|
129,825 | $6,757,390 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
893,211 | $5,450,372 | |
| 8 | YORW |
York Water Co
|
156,266 | $4,758,299 |
All Filings in MSEX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,757,390 | 129,825 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,019,350 | 159,051 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $13,274,119 | 245,272 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $13,083,710 | 241,486 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,215,793 | 190,574 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $8,106,808 | 154,034 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $7,878,316 | 120,759 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,551,051 | 125,355 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,449,459 | 65,704 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,904,291 | 29,020 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $1,125,123 | 16,983 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $3,217,607 | 39,891 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $17,504,582 | 224,073 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $26,107,975 | 331,867 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $13,241,034 | 171,516 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $8,166,163 | 93,136 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $6,358,367 | 60,458 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,287,130 | 35,637 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $4,942,278 | 48,086 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $8,656,023 | 105,910 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,142,231 | 27,110 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $879,060 | 12,130 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $526,161 | 8,466 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $608,650 | 9,060 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,247,850 | 20,756 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||