Middlesex Water Co

MSEX

Exchange: Nasdaq
Industry: Water Supply
SEC CIK: 0000066004

SEC filings (opens in a new tab)

In the last 90 days, Middlesex Water Co insiders filed 0 open-market purchases and 1 sale; 227 institutions reported holding it in 13F filings for Q2 2026, worth $881.5M in total; no superinvestor holds it.

Other share classesMSEXP

Q3 2021 vs. Q2 2021

How the institutions holding Middlesex Water Co changed between Q2 2021 and Q3 2021.

All holders in Q3 2021 All holders in Q2 2021

13F holders of MSEX: Q2 2021 compared with Q3 2021
Measure	Q2 2021	Of which not filed for Q3 2021	Q3 2021	Change
Holders	160	1	189	+30
Shares	10.6M	498.5K	12.3M	+2.21M (+21.8%)
Value	$877.9M	$40.7M	$1.28B	+$440.4M (+52.6%)

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (47)

Institutions that held Middlesex Water Co at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to MSEX in Q3 2021
Institution	Shares	Value	% of portfolio
Pictet Asset Management SA	448,404	$46.1M	0.05%
Impax Asset Management Group plc	87,879	$9.03M	0.04%
Public Sector Pension Investment Board	35,350	$3.63M	0.02%
Prudential Financial Inc	18,837	$1.94M	0.00%
Voloridge Investment Management, LLC	14,753	$1.52M	0.01%
Thrivent Financial for Lutherans	14,138	$1.45M	0.00%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	13,262	$1.36M	0.02%
Texas Permanent School Fund	12,939	$1.33M	0.02%
State of Alaska, Department of Revenue	12,760	$1.31M	0.01%
Exchange Traded Concepts, LLC	11,644	$1.20M	0.03%
Skandinaviska Enskilda Banken AB (publ)	9,200	$946.0K	0.01%
Louisiana State Employees Retirement System	8,400	$863.0K	0.02%
Bank of Montreal	7,102	$760.0K	0.00%
Maryland State Retirement & Pension System	6,883	$726.0K	0.02%
Everence Capital Management Inc	6,200	$637.0K	0.05%
Oregon Public Employees Retirement Fund	6,004	$617.0K	0.01%
State of Tennessee, Treasury Department	5,576	$574.0K	0.00%
New York State Teachers Retirement System	5,111	$525.0K	0.00%
Dynamic Technology Lab Private Ltd	4,390	$451.0K	0.05%
BBR Partners, LLC	4,169	$428.0K	0.04%
Teachers Retirement System of the State of Kentucky	4,055	$417.0K	0.00%
6 Meridian	3,871	$398.0K	0.03%
Engineers Gate Manager LP	3,680	$378.0K	0.02%
Ethic Inc.	3,330	$342.0K	0.04%
Teacher Retirement System of Texas	2,820	$290.0K	0.00%
Standard Life Aberdeen plc	2,527	$260.0K	0.00%
Mutual of America Capital Management LLC	2,332	$240.0K	0.00%
HSBC Holdings PLC	2,262	$234.0K	0.00%
HRT Financial LP	2,264	$232.0K	0.00%
Gateway Advisory, LLC	2,219	$228.0K	0.05%
Jump Financial, LLC	2,091	$215.0K	0.02%
55I, LLC	2,019	$208.0K	0.01%
Chicago Capital, LLC	2,000	$206.0K	0.01%
Ensign Peak Advisors, Inc	1,900	$195.0K	0.00%
American Portfolios Advisors	1,603	$164.8K	0.01%
Total Clarity Wealth Management, Inc.	750	$77.0K	0.04%
Evoke Wealth, LLC	700	$71.0K	0.00%
Private Capital Group, LLC	200	$21.0K	0.00%
Sutton Wealth Advisors Inc.	148	$15.2K	0.01%
Meeder Asset Management Inc	102	$10.0K	0.00%
Versant Capital Management, Inc	53	$5.00K	0.00%
Rockefeller Capital Management L.P.	53	$5.00K	0.00%
Fifth Third Bancorp	28	$3.00K	0.00%
Parkside Financial Bank & Trust	23	$2.00K	0.00%
Bell Investment Advisors, Inc	12	$1.00K	0.00%
Meridian Wealth Partners, LLC	4	$0	0.00%
Gerber Kawasaki Wealth & Investment Management	1	–	–

Sold out (17)

Institutions that held Middlesex Water Co at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of MSEX in Q3 2021
Institution	Shares, Q2 2021	Value, Q2 2021
Nuance Investments, LLC	83,941	$6.86M
Millennium Management LLC	73,723	$6.03M
Deprince Race & Zollo Inc	72,570	$5.93M
ExodusPoint Capital Management, LP	28,517	$2.33M
Susquehanna International Group, LLP	24,009	$1.96M
Vontobel Holding Ltd.	21,214	$1.75M
Russell Investments Group, Ltd.	19,430	$1.59M
Old Mission Capital LLC	16,006	$1.31M
Citadel Advisors LLC	15,792	$1.29M
Raymond James & Associates	8,142	$665.0K
Ergoteles LLC	6,199	$507.0K
Cubist Systematic Strategies, LLC	4,565	$373.0K
Creative Planning	4,451	$364.0K
Kestra Advisory Services, LLC	3,677	$301.0K
Paloma Partners Management Co	3,010	$246.0K
Strategic Blueprint, LLC	130	$11.0K
Advisory Services Network, LLC	12	$1.00K

Not filed for Q3 2021 yet (1)

Institutions that held Middlesex Water Co at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSEX in Q2 2021 that haven't filed for Q3 2021
Institution	Shares, Q2 2021	Value, Q2 2021
Pictet Asset Management Ltd	498,519	$40.7M