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, Q2 2022
Institutional positions in Middlesex Water Co as of Jun 30, 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
- 209
- +9 vs. Q1 2022
- Shares held
- 11.7M
- −647.5K (−5.2%) vs. Q1 2022
- Total value
- $1.04B
- −$269.3M (−20.6%) vs. Q1 2022
- New holders
- 34
- 57 more added
- Sold out
- 25
- 68 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Middlesex Water Co; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 11 | $1.00K | 0.00% | +2+22.2% | Added |
| Global Retirement Partners, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 11 | $1.00K | 0.00% | +11 | New |
| Covestor Ltd | 4 | $0 | 0.00% | −7−63.6% | Reduced |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 4 | $0 | 0.00% | +3+300.0% | Added |
| Zullo Investment Group, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 5 | $0 | 0.00% | +5 | New |
| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| Montanaro Asset Management Ltd | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −16,545−100.0% | Sold out |
| CoreCommodity Management, LLC | 0 | $0 | 0.00% | −12,371−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −10,962−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −7,372−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −7,015−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −6,060−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −45,223−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −2,420−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −2,393−100.0% | Sold out |
| 55I, LLC | 0 | $0 | 0.00% | −2,056−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −1,991−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −1,909−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −1,720−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| DeDora Capital, Inc. | 0 | $0 | 0.00% | −392−100.0% | Sold out |
| Carl Stuart Investment Advisor, Inc | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Private Capital Group, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |