Position in MSEX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$279,115
+$4,187 QoQ
Shares Held
4,970
-5.9% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#115
of 226 holders
Holding Since
Jun 2021
21 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 Jun 30, 2026AMALGAMATED BANK holds $11,905,235 across 6 Utilities - Regulated Water names. MSEX ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
126,216 | $4,835,334 | |
| 2 | AWK |
American Water Works Company, Inc.
|
34,202 | $4,500,299 | |
| 3 | AWR |
American States Water Co
|
10,548 | $871,581 | |
| 4 | CWT |
California Water Service Group
|
16,101 | $783,313 | |
| 5 | HTO |
H2o America
|
10,459 | $635,593 | |
| 6 | MSEX |
Middlesex Water Co
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|
4,970 | $279,115 |
All Filings in MSEX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,115 | 4,970 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $274,928 | 5,282 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $262,335 | 5,203 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $284,508 | 5,257 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $275,126 | 5,078 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $325,499 | 5,078 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $274,307 | 5,212 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $343,097 | 5,259 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $275,723 | 5,276 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $302,137 | 5,755 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $501,796 | 7,647 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $518,340 | 7,824 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $648,022 | 8,034 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $625,819 | 8,011 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $669,560 | 8,511 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $656,122 | 8,499 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $737,213 | 8,408 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $851,771 | 8,099 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $1,024,956 | 8,520 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $895,111 | 8,709 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $224,021 | 2,741 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||