Middlesex Water Co
MSEX- Exchange
- Nasdaq
- Industry
- Water Supply
- SEC CIK
- 0000066004
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
13F holders, Q1 2022
Institutional positions in Middlesex Water Co as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 203
- +2 vs. Q4 2021
- Shares held
- 12.5M
- +485.0K (+4.0%) vs. Q4 2021
- Total value
- $1.31B
- −$132.9M (−9.2%) vs. Q4 2021
- New holders
- 23
- 61 more added
- Sold out
- 21
- 69 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSEX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 227 | $881.5M |
| Q1 2026 | 221 | $793.4M |
| Q4 2025 | 203 | $764.0M |
| Q3 2025 | 214 | $776.1M |
| Q2 2025 | 217 | $739.4M |
| Q1 2025 | 215 | $886.9M |
| Q4 2024 | 210 | $713.2M |
| Q3 2024 | 199 | $901.2M |
| Q2 2024 | 197 | $678.3M |
| Q1 2024 | 191 | $675.4M |
| Q4 2023 | 191 | $854.4M |
| Q3 2023 | 186 | $829.0M |
| Q2 2023 | 185 | $1.01B |
| Q1 2023 | 201 | $921.9M |
| Q4 2022 | 202 | $977.4M |
| Q3 2022 | 200 | $925.3M |
| Q2 2022 | 209 | $1.04B |
| Q1 2022 | 203 | $1.31B |
| Q4 2021 | 205 | $1.45B |
| Q3 2021 | 189 | $1.28B |
| Q2 2021 | 160 | $877.9M |
| Q1 2021 | 161 | $846.0M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Middlesex Water Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3 | $0 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | +2 | New |
| Cordant, Inc. | 2 | $0 | 0.00% | +2 | New |
| Schubert & Co | 1 | $0 | 0.00% | +1 | New |
| Parallel Advisors, LLC | 9 | $1.00K | 0.00% | −286−96.9% | Reduced |
| Quadrant Capital Group LLC | 8 | $1.00K | 0.00% | −2−20.0% | Reduced |
| Covestor Ltd | 11 | $1.00K | 0.00% | −1−8.3% | Reduced |
| TCWP LLC | 12 | $1.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 14 | $1.47K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 22 | $2.00K | 0.00% | −1−4.3% | Reduced |
| Versant Capital Management, Inc | 31 | $3.00K | 0.00% | −28−47.5% | Reduced |
| Captrust Financial Advisors | 24 | $3.00K | 0.00% | −16−40.0% | Reduced |
| Bessemer Group Inc | 43 | $5.00K | 0.00% | +4+10.3% | Added |
| Sutton Wealth Advisors Inc. | 79 | $8.31K | 0.00% | −74−48.4% | Reduced |
| Signaturefd, LLC | 104 | $11.0K | 0.00% | −18−14.8% | Reduced |
| Quent Capital, LLC | 112 | $12.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 400 | $17.0K | 0.00% | +400 | New |
| CWM, LLC | 170 | $18.0K | 0.00% | −2−1.2% | Reduced |
| Baldwin Brothers Inc | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $21.0K | 0.03% | +200 | New |
| Carl Stuart Investment Advisor, Inc | 209 | $22.0K | 0.02% | +209 | New |
| Vectors Research Management, LLC | 215 | $23.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 234 | $25.0K | 0.00% | +21+9.9% | Added |
| US Bancorp | 268 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 299 | $31.0K | 0.00% | −3,204−91.5% | Reduced |
| Rockefeller Capital Management L.P. | 303 | $31.0K | 0.00% | +250+471.7% | Added |
| Glen Eagle Advisors, LLC | 300 | $31.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 300 | $32.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 300 | $32.0K | 0.01% | +300 | New |
| Sargent Bickham Lagudis LLC | 370 | $39.0K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 392 | $41.0K | 0.02% | −14,277−97.3% | Reduced |
| Umb Bank N A | 400 | $42.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 449 | $47.2K | 0.04% | 00.0% | Unchanged |
| Surevest, LLC | 453 | $48.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 500 | $53.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 625 | $66.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 700 | $74.0K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 700 | $74.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 800 | $84.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 818 | $86.0K | 0.01% | +2+0.2% | Added |
| West Branch Capital LLC | 825 | $87.0K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 955 | $100.0K | 0.01% | +955 | New |
| City State Bank | 967 | $102.0K | 0.06% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 1,000 | $105.0K | 0.00% | −10,000−90.9% | Reduced |
| Column Capital Advisors, LLC | 1,000 | $105.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,036 | $109.0K | 0.00% | −3,553−77.4% | Reduced |
| Concord Wealth Partners | 1,102 | $116.0K | 0.03% | +2+0.2% | Added |
| Howe & Rusling Inc | 1,134 | $119.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 1,250 | $131.0K | 0.08% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,398 | $147.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,461 | $154.0K | 0.10% | +3+0.2% | Added |
| American Portfolios Advisors | 1,557 | $163.8K | 0.01% | −7−0.4% | Reduced |
| Ellevest, Inc. | 1,721 | $181.0K | 0.02% | +204+13.4% | Added |
| Nisa Investment Advisors, LLC | 1,720 | $181.0K | 0.00% | +600+53.6% | Added |
| Kepos Capital LP | 1,741 | $183.0K | 0.01% | −1,148−39.7% | Reduced |
| Ensign Peak Advisors, Inc | 1,900 | $200.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 1,909 | $201.0K | 0.00% | +59+3.2% | Added |
| Regentatlantic Capital LLC | 1,933 | $203.0K | 0.01% | +1,933 | New |
| Man Group plc | 1,991 | $209.0K | 0.00% | +1,991 | New |
| Chicago Capital, LLC | 2,000 | $210.0K | 0.01% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,000 | $210.0K | 0.02% | +2,000 | New |
| 55I, LLC | 2,056 | $216.0K | 0.01% | +31+1.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,140 | $225.0K | 0.00% | +48+2.3% | Added |
| Standard Life Aberdeen plc | 2,393 | $252.0K | 0.00% | −41−1.7% | Reduced |
| Quantbot Technologies LP | 2,418 | $254.0K | 0.02% | +2,418 | New |
| Neuberger Berman Group LLC | 2,420 | $255.0K | 0.00% | +2,420 | New |
| Mutual of America Capital Management LLC | 2,520 | $265.0K | 0.00% | +129+5.4% | Added |
| Commonwealth Equity Services, LLC | 2,674 | $281.0K | 0.00% | −69−2.5% | Reduced |
| Gamco Investors, Inc. Et Al | 2,950 | $310.0K | 0.00% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 3,000 | $315.0K | 0.04% | −50−1.6% | Reduced |
| McRae Capital Management Inc | 3,025 | $318.0K | 0.07% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,055 | $321.0K | 0.00% | −4,139−57.5% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 3,239 | $340.0K | 0.00% | −100−3.0% | Reduced |
| Ethic Inc. | 3,342 | $351.0K | 0.02% | +592+21.5% | Added |
| Janus Henderson Group PLC | 3,546 | $372.0K | 0.00% | +10.0% | Added |
| Teacher Retirement System of Texas | 3,666 | $386.0K | 0.00% | +290+8.6% | Added |
| Macquarie Group Ltd | 3,791 | $399.0K | 0.00% | +3,535+1,380.9% | Added |
| Endurance Wealth Management, Inc. | 3,833 | $403.0K | 0.05% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 45,223 | $430.0K | 0.01% | +45,223 | New |
| Hightower 6M Holding, LLC | 4,244 | $446.0K | 0.03% | +4,244 | New |
| Ergoteles LLC | 4,300 | $452.0K | 0.02% | −7,100−62.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,400 | $463.0K | 0.00% | +345+8.5% | Added |
| LPL Financial LLC | 4,482 | $471.0K | 0.00% | −312−6.5% | Reduced |
| Vident Investment Advisory, LLC | 4,517 | $475.0K | 0.01% | +395+9.6% | Added |
| Tortoise Index Solutions, LLC | 4,517 | $475.0K | 0.09% | +395+9.6% | Added |
| Wedbush Securities Inc | 4,581 | $482.0K | 0.02% | +12+0.3% | Added |
| Stifel Financial Corp | 4,670 | $491.0K | 0.00% | −200−4.1% | Reduced |
| Arizona State Retirement System | 4,730 | $497.0K | 0.00% | +22+0.5% | Added |
| Glenmede Trust Co NA | 4,749 | $498.0K | 0.00% | +432+10.0% | Added |
| Southeast Asset Advisors Inc. | 4,749 | $499.0K | 0.07% | −4−0.1% | Reduced |
| Cetera Advisor Networks LLC | 4,893 | $515.0K | 0.01% | +7+0.1% | Added |
| New York State Teachers Retirement System | 5,311 | $559.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 5,579 | $587.0K | 0.15% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 5,944 | $625.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,994 | $630.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 6,060 | $645.0K | 0.00% | +125+2.1% | Added |