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, Q4 2022
Institutional positions in Middlesex Water Co as of Dec 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
- 202
- +6 vs. Q3 2022
- Shares held
- 12.4M
- +627.2K (+5.3%) vs. Q3 2022
- Total value
- $977.4M
- +$57.7M (+6.3%) vs. Q3 2022
- New holders
- 27
- 75 more added
- Sold out
- 21
- 49 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Middlesex Water Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Street Corp | 1,867,863 | $146.9M | 0.01% | −118,395−6.0% | Reduced |
| BlackRock Inc. | 2,569,008 | $202.1M | 0.01% | −3,731−0.1% | Reduced |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −17,781−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −10,930−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −9,269−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,290−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,812−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −3,805−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −2,877−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,748−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −2,721−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −2,630−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,986−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Hightower 6M Holding, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Surevest, LLC | – | – | – | – | Not filed |