Water Supply - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-06-04 13F-HR/A WTRG / Essential Utilities Chelsea Counsel Co 900 900 0.00
2026-06-04 13F-HR/A AWK / American Water Works Chelsea Counsel Co 14,850 14,605 -1.65
2026-06-03 13F-HR AWK / American Water Works Storebrand Asset Management As 854,190 927,104 8.54
2026-06-03 13F-HR AWK / American Water Works Storebrand Asset Management As 927,104 1,080,971 16.60
2026-06-03 13F-HR AWK / American Water Works CoreFirst Bank & Trust 815 815 0.00
2026-06-03 13F-HR HTO / H2O America Storebrand Asset Management As 36,199 35,146 -2.91
2026-06-03 13F-HR AWK / American Water Works Storebrand Asset Management As 854,190
2026-06-03 13F-HR HTO / H2O America Storebrand Asset Management As 35,146 35,146 0.00
2026-06-03 13F-HR HTO / H2O America Storebrand Asset Management As 36,199
2026-06-03 13F-HR CWCO / Consolidated Water Co. Storebrand Asset Management As 25,762
2026-06-03 13F-HR WTRG / Essential Utilities Storebrand Asset Management As 199,506 204,915 2.71
2026-06-03 13F-HR AWR / American States Water Storebrand Asset Management As 29,840 28,371 -4.92
2026-06-03 13F-HR YORW / York Water Storebrand Asset Management As 19,131
2026-06-03 13F-HR CWT / California Water Service Group Storebrand Asset Management As 59,198
2026-06-03 13F-HR AWR / American States Water Storebrand Asset Management As 29,840
2026-06-03 13F-HR YORW / York Water Storebrand Asset Management As 19,131 30,589 59.89
2026-06-03 13F-HR MSEX / Middlesex Water Storebrand Asset Management As 17,721 17,721 0.00
2026-06-03 13F-HR CWT / California Water Service Group Storebrand Asset Management As 59,590 57,549 -3.43
2026-06-03 13F-HR MSEX / Middlesex Water Storebrand Asset Management As 14,400
2026-06-03 13F-HR CWT / California Water Service Group Storebrand Asset Management As 59,198 59,590 0.66
2026-06-03 13F-HR CWCO / Consolidated Water Co. Storebrand Asset Management As 25,762 16,405 -36.32
2026-06-03 13F-HR WTRG / Essential Utilities Storebrand Asset Management As 171,635
2026-06-03 13F-HR YORW / York Water Storebrand Asset Management As 30,589 29,157 -4.68
2026-06-03 13F-HR WTRG / Essential Utilities Storebrand Asset Management As 171,635 199,506 16.24
2026-06-03 13F-HR CWCO / Consolidated Water Co. Storebrand Asset Management As 25,762 25,762 0.00
2026-06-03 13F-HR MSEX / Middlesex Water Storebrand Asset Management As 14,400 17,721 23.06
2026-06-03 13F-HR AWR / American States Water Storebrand Asset Management As 28,371 28,371 0.00
2026-06-02 13F-HR/A WTRG / Essential Utilities Parallel Advisors, LLC 3,728 0 -100.00
2026-06-02 13F-HR/A YORW / York Water Optiver Holding B.V. 170 167 -1.76
2026-06-02 13F-HR/A WTRG / Essential Utilities DV Trading LLC 1,000 0 -100.00
2026-06-02 13F-HR/A AWR / American States Water Parallel Advisors, LLC 3,033 0 -100.00
2026-06-02 13F-HR CWCO / Consolidated Water Co. First Nebraska Trust Co 9,928
2026-06-02 13F-HR/A PCYO / Pure Cycle Optiver Holding B.V. 292 196 -32.88
2026-06-02 13F-HR/A CDZI / Cadiz Optiver Holding B.V. 2,714 2,354 -13.26
2026-06-02 13F-HR/A AWK / American Water Works DV Trading LLC 305 0 -100.00
2026-06-02 13F-HR/A SBS / Companhia de Saneamento Básico do Estado de São Paulo - SABESP - Depositary Receipt Optiver Holding B.V. 26,100 0 -100.00
2026-06-02 13F-HR/A SBS / Companhia de Saneamento Básico do Estado de São Paulo - SABESP - Depositary Receipt Optiver Holding B.V. 115,317 145,287 25.99
2026-06-01 13F-HR AWK / American Water Works Flagship Wealth Advisors, Llc 100 0 -100.00
2026-06-01 13F-HR CWCO / Consolidated Water Co. First Nebraska Trust Co 9,928 8,428 -15.11
2026-05-29 13F-HR WTRG / Essential Utilities Asset Dedication, LLC 1,677 1,541 -8.11
2026-05-29 13F-HR CWCO / Consolidated Water Co. Asset Dedication, LLC 215 215 0.00
2026-05-29 13F-HR AWK / American Water Works Ipsen Advisor Group LLC 3,434 3,500 1.92
2026-05-29 13F-HR AWK / American Water Works Asset Dedication, LLC 187 187 0.00
2026-05-29 13F-HR AWK / American Water Works Keel Point, LLC 2,633 0 -100.00
2026-05-28 13F-HR AWR / American States Water Cozad Asset Management Inc 3,110 0 -100.00
2026-05-28 13F-HR CWT / California Water Service Group Henshaw Capital LLC 9,189
2026-05-28 13F-HR CWT / California Water Service Group Henshaw Capital LLC 9,189 9,189 0.00
2026-05-28 13F-HR CWT / California Water Service Group Henshaw Capital LLC 7,369 8,544 15.95
2026-05-28 13F-HR CWT / California Water Service Group Henshaw Capital LLC 8,544 6,488 -24.06
2026-05-28 13F-HR WTRG / Essential Utilities Cozad Asset Management Inc 7,000 7,000 0.00
2026-05-28 13F-HR CWT / California Water Service Group Henshaw Capital LLC 9,189 7,365 -19.85
2026-05-28 13F-HR CWT / California Water Service Group Henshaw Capital LLC 7,365 7,369 0.05
2026-05-28 13F-HR CWT / California Water Service Group Henshaw Capital LLC 6,488 0 -100.00
2026-05-27 13F-HR/A WTRG / Essential Utilities Morgan Stanley 3,667,916 3,420,270 -6.75
2026-05-27 13F-HR/A WTRG / Essential Utilities Morgan Stanley 3,320,442 3,667,916 10.46
2026-05-27 13F-HR/A AWR / American States Water Morgan Stanley 588,788 1,347,240 128.82
2026-05-27 13F-HR/A AWR / American States Water Morgan Stanley 598,278 588,788 -1.59
2026-05-27 13F-HR/A CWT / California Water Service Group Morgan Stanley 802,125 767,034 -4.37
2026-05-27 13F-HR/A MSEX / Middlesex Water Morgan Stanley 503,121 1,066,578 111.99
2026-05-27 13F-HR/A YORW / York Water Morgan Stanley 215,973 183,649 -14.97
2026-05-27 13F-HR/A CWCO / Consolidated Water Co. Morgan Stanley 903,139 909,370 0.69
2026-05-27 13F-HR/A YORW / York Water Morgan Stanley 183,649 642,716 249.97
2026-05-27 13F-HR/A CWT / California Water Service Group Morgan Stanley 859,496 802,125 -6.67
2026-05-27 13F-HR/A MSEX / Middlesex Water Morgan Stanley 497,639 503,121 1.10
2026-05-27 13F-HR/A CWCO / Consolidated Water Co. Morgan Stanley 871,977 903,139 3.57
2026-05-27 13F-HR WTRG / Essential Utilities Alpine Woods Capital Investors, Llc 82,933 14,077 -83.03
2026-05-27 13F-HR/A AWK / American Water Works Morgan Stanley 3,288,545 3,331,918 1.32
2026-05-27 13F-HR/A CDZI / Cadiz Morgan Stanley 945,852 769,283 -18.67
2026-05-27 13F-HR AWK / American Water Works Kentucky Farm Bureau Mutual Insurance Co 22,000 22,000 0.00
2026-05-27 13F-HR/A GWRS / Global Water Resources Morgan Stanley 56,506 125,634 122.34
2026-05-27 13F-HR AWK / American Water Works Kentucky Farm Bureau Mutual Insurance Co 22,000 22,000 0.00
2026-05-27 13F-HR/A ARTNA / Artesian Resources Morgan Stanley 178,317 166,989 -6.35
2026-05-27 13F-HR/A GWRS / Global Water Resources Morgan Stanley 73,188 56,506 -22.79
2026-05-27 13F-HR/A ARTNA / Artesian Resources Morgan Stanley 166,989 160,575 -3.84
2026-05-27 13F-HR/A CDZI / Cadiz Morgan Stanley 769,283 1,270,970 65.21
2026-05-27 13F-HR AWK / American Water Works Kentucky Farm Bureau Mutual Insurance Co 22,000 22,000 0.00
2026-05-27 13F-HR/A PCYO / Pure Cycle Morgan Stanley 206,765 229,445 10.97
2026-05-27 13F-HR AWK / American Water Works Kentucky Farm Bureau Mutual Insurance Co 22,000 22,000 0.00
2026-05-27 13F-HR AWK / American Water Works Kentucky Farm Bureau Mutual Insurance Co 22,000 22,000 0.00
2026-05-27 13F-HR AWK / American Water Works Kentucky Farm Bureau Mutual Insurance Co 22,000 22,000 0.00
2026-05-27 13F-HR/A PCYO / Pure Cycle Morgan Stanley 214,158 206,765 -3.45
2026-05-27 13F-HR AWK / American Water Works Kentucky Farm Bureau Mutual Insurance Co 22,000 22,000 0.00
2026-05-27 13F-HR AWK / American Water Works Kentucky Farm Bureau Mutual Insurance Co 22,000 22,000 0.00
2026-05-27 13F-HR/A SBS / Companhia de Saneamento Básico do Estado de São Paulo - SABESP - Depositary Receipt Morgan Stanley 1,559,347 1,835,646 17.72
2026-05-27 13F-HR AWK / American Water Works Kentucky Farm Bureau Mutual Insurance Co 22,000 22,000 0.00
2026-05-27 13F-HR AWK / American Water Works Kentucky Farm Bureau Mutual Insurance Co 22,000 22,000 0.00
2026-05-27 13F-HR/A HTO / H2O America Morgan Stanley 637,534 613,465 -3.78
2026-05-27 13F-HR AWK / American Water Works Kentucky Farm Bureau Mutual Insurance Co 22,000
2026-05-27 13F-HR AWK / American Water Works Kentucky Farm Bureau Mutual Insurance Co 22,000 22,000 0.00
2026-05-27 13F-HR/A AWK / American Water Works Morgan Stanley 3,386,984 3,288,545 -2.91
2026-05-27 13F-HR/A SBS / Companhia de Saneamento Básico do Estado de São Paulo - SABESP - Depositary Receipt Morgan Stanley 1,486,129 1,559,347 4.93
2026-05-27 13F-HR/A HTO / H2O America Morgan Stanley 613,465 1,368,180 123.02
2026-05-26 13F-HR WTRG / Essential Utilities Axiom Investment Management LLC 2,436
2026-05-22 13F-HR/A AWK / American Water Works Summitry Llc 1,980 4,381 121.26
2026-05-21 13F-HR PCYO / Pure Cycle Essential Partners LLC 5 317 6,240.00
2026-05-21 13F-HR AWK / American Water Works Essential Partners LLC 1,959 107 -94.54
2026-05-21 13F-HR AWK / American Water Works Essential Partners LLC 296 1,959 561.82
2026-05-21 13F-HR PCYO / Pure Cycle Essential Partners LLC 5
2026-05-21 13F-HR GWRS / Global Water Resources Essential Partners LLC 190 125 -34.21
2026-05-21 13F-HR GWRS / Global Water Resources Essential Partners LLC 42 522 1,142.86
2026-05-21 13F-HR HTO / H2O America Essential Partners LLC 39 1,909 4,794.87
2026-05-21 13F-HR HTO / H2O America Essential Partners LLC 39
2026-05-21 13F-HR HTO / H2O America Essential Partners LLC 1,909 2,425 27.03
2026-05-21 13F-HR HTO / H2O America Essential Partners LLC 2,425 2,197 -9.40
2026-05-21 13F-HR GWRS / Global Water Resources Essential Partners LLC 522 190 -63.60
2026-05-21 13F-HR CDZI / Cadiz Essential Partners LLC 32 32 0.00
2026-05-21 13F-HR PCYO / Pure Cycle Essential Partners LLC 317 248 -21.77
2026-05-21 13F-HR CDZI / Cadiz Essential Partners LLC 32 886 2,668.75
2026-05-21 13F-HR AWK / American Water Works Essential Partners LLC 107 145 35.51
2026-05-21 13F-HR PCYO / Pure Cycle Essential Partners LLC 248 285 14.92
2026-05-21 13F-HR AWK / American Water Works Groupe la Francaise 67,977 65,162 -4.14
2026-05-21 13F-HR GWRS / Global Water Resources Essential Partners LLC 42
2026-05-21 13F-HR CDZI / Cadiz Essential Partners LLC 32
2026-05-21 13F-HR AWK / American Water Works Vestor Capital, Llc 302,373 1,000 -99.67
2026-05-21 13F-HR SBS / Companhia de Saneamento Básico do Estado de São Paulo - SABESP - Depositary Receipt Groupe la Francaise 81,895 84,322 2.96
2026-05-21 13F-HR AWK / American Water Works Essential Partners LLC 296
2026-05-21 13F-HR YORW / York Water Essential Partners LLC 295 288 -2.37
2026-05-21 13F-HR YORW / York Water Essential Partners LLC 241 295 22.41
2026-05-21 13F-HR WTRG / Essential Utilities Essential Partners LLC 950 1,234 29.89
2026-05-21 13F-HR CWCO / Consolidated Water Co. Essential Partners LLC 283
2026-05-21 13F-HR MSEX / Middlesex Water Essential Partners LLC 737 249 -66.21
2026-05-21 13F-HR YORW / York Water Essential Partners LLC 20 241 1,105.00
2026-05-21 13F-HR AWR / American States Water Essential Partners LLC 83 1,194 1,338.55
2026-05-21 13F-HR AWR / American States Water Essential Partners LLC 83
2026-05-21 13F-HR CWT / California Water Service Group Essential Partners LLC 60 862 1,336.67
2026-05-21 13F-HR MSEX / Middlesex Water Essential Partners LLC 1,133
2026-05-21 13F-HR MSEX / Middlesex Water Essential Partners LLC 1,133 737 -34.95
2026-05-21 13F-HR CWT / California Water Service Group Essential Partners LLC 60
2026-05-21 13F-HR CWT / California Water Service Group Essential Partners LLC 35 131 274.29
2026-05-21 13F-HR YORW / York Water Essential Partners LLC 20
2026-05-21 13F-HR AWR / American States Water Essential Partners LLC 1,122 882 -21.39
2026-05-21 13F-HR AWR / American States Water Essential Partners LLC 1,194 1,122 -6.03
2026-05-21 13F-HR CWCO / Consolidated Water Co. Essential Partners LLC 283 275 -2.83
2026-05-21 13F-HR CWCO / Consolidated Water Co. Essential Partners LLC 275 320 16.36
2026-05-21 13F-HR AWR / American States Water Groupe la Francaise 5,288 0 -100.00
2026-05-21 13F-HR WTRG / Essential Utilities Essential Partners LLC 83 2,014 2,326.51
2026-05-21 13F-HR WTRG / Essential Utilities Essential Partners LLC 83
2026-05-21 13F-HR WTRG / Essential Utilities Essential Partners LLC 2,014 950 -52.83
2026-05-21 13F-HR CWT / California Water Service Group Essential Partners LLC 862 35 -95.94
2026-05-20 13F-HR YORW / York Water Storebrand Asset Management As 29,157 29,157 0.00
2026-05-20 13F-HR WTRG / Essential Utilities Storebrand Asset Management As 204,915 204,915 0.00
2026-05-20 13F-HR CWT / California Water Service Group Storebrand Asset Management As 57,549 57,549 0.00
2026-05-20 13F-HR MSEX / Middlesex Water Storebrand Asset Management As 17,721 17,721 0.00
2026-05-20 13F-HR CWCO / Consolidated Water Co. Storebrand Asset Management As 16,405 16,405 0.00
2026-05-20 13F-HR AWR / American States Water Storebrand Asset Management As 28,371 27,978 -1.39
2026-05-20 13F-HR WTRG / Essential Utilities SOA Wealth Advisors, LLC. 163 159 -2.45
2026-05-20 13F-HR AWK / American Water Works SOA Wealth Advisors, LLC. 46,179 46,179 0.00
2026-05-20 13F-HR HTO / H2O America Storebrand Asset Management As 35,146 29,208 -16.90
2026-05-20 13F-HR/A HTO / H2O America Arete Wealth Advisors, LLC 5,700 0 -100.00
2026-05-20 13F-HR/A AWK / American Water Works Arete Wealth Advisors, LLC 2,047 0 -100.00
2026-05-20 13F-HR AWK / American Water Works Storebrand Asset Management As 1,080,971 1,089,208 0.76
2026-05-19 13F-HR AWK / American Water Works Kentucky Retirement Systems Insurance Trust Fund 5,125 5,125 0.00
2026-05-19 13F-HR AWK / American Water Works Front Row Advisors LLC 10 10 0.00
2026-05-19 13F-HR SJW / SJW Group Western Wealth Management, LLC 300
2026-05-19 13F-HR PCYO / Pure Cycle Western Wealth Management, LLC 765
2026-05-19 13F-HR CDZI / Cadiz Flax Pond Capital, Llc 53,815 53,815 0.00
2026-05-19 13F-HR SBS / Companhia de Saneamento Básico do Estado de São Paulo - SABESP - Depositary Receipt Independent Financial Group, Llc 17,109
2026-05-19 13F-HR SBS / Companhia de Saneamento Básico do Estado de São Paulo - SABESP - Depositary Receipt Western Wealth Management, LLC 1
2026-05-19 13F-HR AWK / American Water Works Western Wealth Management, LLC 0 985
2026-05-19 13F-HR AWK / American Water Works McIlrath & Eck, LLC 27 27 0.00
2026-05-19 13F-HR AWK / American Water Works Kentucky Retirement Systems 12,228 0 -100.00
2026-05-19 13F-HR AWK / American Water Works Independent Financial Group, Llc 2,318
2026-05-19 13F-HR YORW / York Water Silicon Valley Capital Partners 6
2026-05-19 13F-HR WTRG / Essential Utilities Western Wealth Management, LLC 50
2026-05-19 13F-HR WTRG / Essential Utilities McIlrath & Eck, LLC 424 424 0.00
2026-05-19 13F-HR MSEX / Middlesex Water Western Wealth Management, LLC 625
2026-05-19 13F-HR AWR / American States Water Front Row Advisors LLC 2,000 2,000 0.00
2026-05-19 13F-HR AWR / American States Water Western Wealth Management, LLC 143
2026-05-19 13F-HR CW2 / Consolidated Water Co. Western Wealth Management, LLC 520
2026-05-18 13F-HR/A CWCO / Consolidated Water Co. RBF Capital, LLC 44,017 44,017 0.00
2026-05-18 13F-HR/A MSEX / Middlesex Water Janus Henderson Group Plc 8,972 8,972 0.00
2026-05-18 13F-HR CWCO / Consolidated Water Co. Centaurus Financial, Inc. 3,160 3,171 0.35
2026-05-18 13F-HR/A CWT / California Water Service Group Janus Henderson Group Plc 25,873 25,873 0.00
2026-05-18 13F-HR/A AWR / American States Water Janus Henderson Group Plc 16,496 16,496 0.00
2026-05-18 13F-HR WT5 / California Water Service Group South Dakota Investment Council 29,915 34,715 16.05
2026-05-18 13F-HR/A WTRG / Essential Utilities Janus Henderson Group Plc 13,466 125,200 829.75
2026-05-18 13F-HR WTRG / Essential Utilities South Dakota Investment Council 87,906 150,968 71.74
2026-05-18 13F-HR WTRG / Essential Utilities Centaurus Financial, Inc. 4,736 4,989 5.34
2026-05-18 13F-HR AWR / American States Water Cim, Llc 5,247 5,247 0.00
2026-05-18 13F-HR AWK / American Water Works Ashton Thomas Securities, Llc 4,638 4,320 -6.86
2026-05-18 13F-HR AWK / American Water Works Oddo Bhf Asset Management Sas 11,853 11,853 0.00
2026-05-18 13F-HR/A ARTNA / Artesian Resources RBF Capital, LLC 40,000 40,000 0.00
2026-05-18 13F-HR SJW / SJW Group South Dakota Investment Council 33,900
2026-05-18 13F-HR SBS / Companhia de Saneamento Básico do Estado de São Paulo - SABESP - Depositary Receipt Strategic Investment Advisors / MI 13,502 13,048 -3.36
2026-05-18 13F-HR/A AWK / American Water Works Janus Henderson Group Plc 180,561 22,423 -87.58
2026-05-18 13F-HR/A HTO / H2O America Janus Henderson Group Plc 14,947 15,947 6.69
2026-05-18 13F-HR AWK / American Water Works Strait & Sound Wealth Management LLC 1,602 1,602 0.00
2026-05-18 13F-HR AWK / American Water Works Graney & King, LLC 100 100 0.00
2026-05-18 13F-HR AWK / American Water Works South Dakota Investment Council 5,917 5,917 0.00
2026-05-18 13F-HR AWK / American Water Works Arkadios Wealth Advisors 8,443 8,456 0.15
2026-05-16 13F-HR CDZI / Cadiz Sunbelt Securities, Inc. 1
2026-05-16 13F-HR HTO / H2O America Arete Wealth Advisors, LLC 5,700 0 -100.00
2026-05-16 13F-HR HTO / H2O America Sunbelt Securities, Inc. 2 9 350.00
2026-05-16 13F-HR GWRS / Global Water Resources Sunbelt Securities, Inc. 3 1 -66.67
2026-05-16 13F-HR PCYO / Pure Cycle Sunbelt Securities, Inc. 444 3 -99.32
2026-05-16 13F-HR AWK / American Water Works Sunbelt Securities, Inc. 685 679 -0.88
2026-05-16 13F-HR AWK / American Water Works Arete Wealth Advisors, LLC 2,047 0 -100.00
2026-05-16 13F-HR CWT / California Water Service Group Sunbelt Securities, Inc. 26 17 -34.62
2026-05-16 13F-HR MSEX / Middlesex Water Sunbelt Securities, Inc. 0 1
2026-05-16 13F-HR AWR / American States Water Sunbelt Securities, Inc. 30 24 -20.00
2026-05-16 13F-HR YORW / York Water Sunbelt Securities, Inc. 15 15 0.00
2026-05-15 13F-HR YORW / York Water Huntington National Bank 83 83 0.00
2026-05-15 13F-HR YORW / York Water Qube Research & Technologies Ltd 0 57,588
2026-05-15 13F-HR WTRG / Essential Utilities Van Eck Associates Corp 241,102 173,461 -28.05
2026-05-15 13F-HR WTRG / Essential Utilities Balyasny Asset Management Llc 117,757 3,088,625 2,522.88
2026-05-15 13F-HR YORW / York Water Ameriprise Financial Inc 9,063 9,127 0.71
2026-05-15 13F-HR WTRG / Essential Utilities Smartleaf Asset Management LLC 1,513 1,628 7.60
2026-05-15 13F-HR WTRG / Essential Utilities State Street Corp 13,833,175 12,431,482 -10.13
2026-05-15 13F-HR WTRG / Essential Utilities Larson Financial Group LLC 426 426 0.00
2026-05-15 13F-HR WTRG / Essential Utilities Transamerica Financial Advisors, Inc. 73 20 -72.60
2026-05-15 13F-HR WTRG / Essential Utilities Kempen Capital Management N.v. 59,550 0 -100.00
2026-05-15 13F-HR MSEX / Middlesex Water MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 12,992 14,251 9.69
2026-05-15 13F-HR WTRG / Essential Utilities Dark Forest Capital Management Lp 0 13,552
2026-05-15 13F-HR WTRG / Essential Utilities CI Private Wealth, LLC 45,517 41,571 -8.67
2026-05-15 13F-HR MSEX / Middlesex Water Goldman Sachs Group Inc 159,051 129,825 -18.38
2026-05-15 13F-HR WTRG / Essential Utilities Segall Bryant & Hamill, Llc 0 6,416
2026-05-15 13F-HR YORW / York Water Zimmer Partners, LP 741,849 732,677 -1.24
2026-05-15 13F-HR MSEX / Middlesex Water Aquatic Capital Management LLC 1,979 0 -100.00
2026-05-15 13F-HR YORW / York Water Charles Schwab Investment Management Inc 118,467 118,116 -0.30
2026-05-15 13F-HR MSEX / Middlesex Water Harbour Investments, Inc. 256 756 195.31
2026-05-15 13F-HR CWCO / Consolidated Water Co. Mercer Global Advisors Inc /adv 17,266 18,914 9.54
2026-05-15 13F-HR YORW / York Water Advisory Services Network, LLC 0 1,037
2026-05-15 13F-HR MSEX / Middlesex Water Larson Financial Group LLC 66 62 -6.06
2026-05-15 13F-HR YORW / York Water Advisor Group Holdings, Inc. 3,429 2,239 -34.70
2026-05-15 13F-HR MSEX / Middlesex Water Quadrature Capital Ltd 0 5,556
2026-05-15 13F-HR MSEX / Middlesex Water Citadel Advisors Llc 19,500 14,700 -24.62
2026-05-15 13F-HR YORW / York Water Dynamic Technology Lab Private Ltd 0 19,139
2026-05-15 13F-HR YORW / York Water D. E. Shaw & Co., Inc. 0 19,177
2026-05-15 13F-HR WTRG / Essential Utilities MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 84,064 31,776 -62.20
2026-05-15 13F-HR WTRG / Essential Utilities Engineers Gate Manager LP 0 68,016
2026-05-15 13F-HR WTRG / Essential Utilities Janus Henderson Group Plc 13,466 125,200 829.75
2026-05-15 13F-HR YORW / York Water Oxford Asset Management Llp 0 11,771
2026-05-15 13F-HR YORW / York Water Morgan Stanley 642,716 661,948 2.99
2026-05-15 13F-HR WTRG / Essential Utilities Harvest Management Llc 17,000 0 -100.00
2026-05-15 13F-HR WTRG / Essential Utilities Intesa Sanpaolo S.p.a. 117,100 82,800 -29.29
2026-05-15 13F-HR MSEX / Middlesex Water D. E. Shaw & Co., Inc. 20,259 26,403 30.33
2026-05-15 13F-HR WTRG / Essential Utilities Cullen Capital Management, LLC 25,201 26,902 6.75
2026-05-15 13F-HR WTRG / Essential Utilities Susquehanna International Group, Llp 2,975,636 1,488,543 -49.98
2026-05-15 13F-HR YORW / York Water Alliancebernstein L.p. 11,580 12,291 6.14
2026-05-15 13F-HR WTRG / Essential Utilities Quantinno Capital Management LP 177,049 179,587 1.43
2026-05-15 13F-HR YORW / York Water Odyssean, LLC 12,300 13,011 5.78
2026-05-15 13F-HR MSEX / Middlesex Water Glen Eagle Advisors, LLC 300 300 0.00
2026-05-15 13F-HR YORW / York Water Wealth Preservation Advisors, LLC 11
2026-05-15 13F-HR WTRG / Essential Utilities Warren Averett Asset Management, LLC 57,406 58,269 1.50
2026-05-15 13F-HR WTRG / Essential Utilities Susquehanna International Group, Llp 75,900 120,400 58.63
2026-05-15 13F-HR MSEX / Middlesex Water Verition Fund Management LLC 8,688 0 -100.00
2026-05-15 13F-HR MSEX / Middlesex Water First Manhattan Co 147,228 143,889 -2.27
2026-05-15 13F-HR YORW / York Water Quadrature Capital Ltd 0 9,611
2026-05-15 13F-HR MSEX / Middlesex Water California State Teachers Retirement System 16,497 16,361 -0.82
2026-05-15 13F-HR MSEX / Middlesex Water Zurcher Kantonalbank (Zurich Cantonalbank) 4,140 4,035 -2.54