Position in MSEX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$46,051
+$3,370 QoQ
Shares Held
820
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#158
of 226 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026NBT BANK N A /NY holds $1,419,577 across 4 Utilities - Regulated Water names. MSEX ranks #2 (3.2% of the industry book) .
All Filings in MSEX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,051 | 820 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $42,681 | 820 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $41,344 | 820 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $44,378 | 820 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $44,427 | 820 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $52,562 | 820 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $43,156 | 820 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $53,496 | 820 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||