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 2023
Institutional positions in Middlesex Water Co as of Mar 31, 2023. 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
- 201
- +2 vs. Q4 2022
- Shares held
- 11.8M
- −623.5K (−5.0%) vs. Q4 2022
- Total value
- $921.9M
- −$53.3M (−5.5%) vs. Q4 2022
- New holders
- 25
- 60 more added
- Sold out
- 23
- 74 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Middlesex Water Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carl Stuart Investment Advisor, Inc | 209 | – | – | +209 | New |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,680−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −14,230−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −12,320−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −9,022−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −3,795−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −3,457−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −2,858−100.0% | Sold out |
| McRae Capital Management Inc | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Kepos Capital LP | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |