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 2024
Institutional positions in Middlesex Water Co as of Mar 31, 2024. 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
- 191
- +1 vs. Q4 2023
- Shares held
- 12.9M
- −151.7K (−1.2%) vs. Q4 2023
- Total value
- $675.4M
- −$179.0M (−20.9%) vs. Q4 2023
- New holders
- 26
- 85 more added
- Sold out
- 25
- 41 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: 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 2024
Shares, value and share of portfolio for each institution holding Middlesex Water Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −3,840−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,364−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −3,232−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,221−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −3,117−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −888−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |