MORGAN STANLEY

Position in MSEX — Middlesex Water Co

CIK 895421 NEW YORK, NY

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Position in MSEX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$61,871,693

+$4,220,336 QoQ

Shares Held

1,101,704

-0.5% QoQ

Ownership

5.85%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 226 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 37% Shared 0% None 63%

Common Shares in MSEX Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

MORGAN STANLEY holds $928,459,475 across 12 Utilities - Regulated Water names. MSEX ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	3,554,650	$467,720,839
2	WTRG	Essential Utilities, Inc.	3,276,730	$125,531,517
3	AWR	American States Water Co	904,551	$74,743,043
4	MSEX	Middlesex Water Co This page	1,101,704	$61,871,693
5	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	9,856,486	$56,970,483
6	CWT	California Water Service Group	948,112	$46,125,643
7	HTO	H2o America	589,652	$35,833,146
8	CWCO	Consolidated Water Co. Ltd.	903,915	$26,665,489

All Filings in MSEX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,871,693	1,101,704	-0.5%	Shares	Defined	2026-08-13
2026-03-31	$57,651,357	1,107,615	+3.8%	Shares	Defined	2026-05-15
2025-12-31	$53,776,859	1,066,578	+112.0%	Shares	Defined	2026-05-27
2025-09-30	$27,228,905	503,121	+1.1%	Shares	Defined	2026-05-27
2025-06-30	$26,962,075	497,639	-1.7%	Shares	Defined	2025-08-15
2025-03-31	$32,443,121	506,133	-6.9%	Shares	Defined	2025-05-15
2024-12-31	$28,617,874	543,756	+0.6%	Shares	Defined	2025-05-15
2024-09-30	$35,273,437	540,672	+0.1%	Shares	Defined	2025-05-14
2024-06-30	$28,235,237	540,284	-10.2%	Shares	Defined	2025-05-14
2024-03-31	$31,581,793	601,558	+38.5%	Shares	Defined	2024-10-17
2023-12-31	$28,499,876	434,317	+13.3%	Shares	Defined	2024-08-16
2023-09-30	$25,390,044	383,246	+2.3%	Shares	Defined	2023-11-15
2023-06-30	$30,232,090	374,809	-4.9%	Shares	Defined	2023-08-14
2023-03-31	$30,794,743	394,198	+18.7%	Shares	Defined	2023-05-15
2022-12-31	$26,122,764	332,055	+33.8%	Shares	Defined	2023-02-14
2022-09-30	$19,161,962	248,212	-6.5%	Shares	Defined	2022-11-14
2022-06-30	$23,277,719	265,485	+29.6%	Shares	Defined	2022-10-27
2022-03-31	$21,546,596	204,874	-2.0%	Shares	Defined	2022-10-27
2021-12-31	$25,152,321	209,080	-2.6%	Shares	Defined	2022-02-14
2021-09-30	$22,059,462	214,628	+18.1%	Shares	Defined	2021-11-15
2021-06-30	$14,858,757	181,803	+14.4%	Shares	Defined	2021-08-23
2021-03-31	$12,556,751	158,906	-6.1%	Shares	Defined	2021-05-17
2020-12-31	$12,261,705	169,197	+7.5%	Shares	Defined	2021-02-16
2020-09-30	$9,784,646	157,436	-6.2%	Shares	Defined	2020-11-13
2020-06-30	$11,278,244	167,881	+2.8%	Shares	Defined	2020-08-14
2020-03-31	$9,819,999	163,340	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.