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 2024
Institutional positions in Middlesex Water Co as of Dec 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
- 210
- +12 vs. Q3 2024
- Shares held
- 13.6M
- −255.7K (−1.9%) vs. Q3 2024
- Total value
- $713.2M
- −$187.4M (−20.8%) vs. Q3 2024
- New holders
- 29
- 70 more added
- Sold out
- 17
- 59 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Middlesex Water Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ledgewood Wealth Advisors, LLC | 254,016 | $13.4M | 8.63% | 00.0% | Unchanged |
| Invesco Ltd. | 255,391 | $13.4M | 0.00% | −28,891−10.2% | Reduced |
| First Trust Advisors LP | 390,013 | $20.5M | 0.02% | −702,509−64.3% | Reduced |
| Dimensional Fund Advisors LP | 429,580 | $22.6M | 0.01% | −10,650−2.4% | Reduced |
| Geode Capital Management, LLC | 431,767 | $22.7M | 0.00% | −2,792−0.6% | Reduced |
| Morgan Stanley | 543,756 | $28.6M | 0.00% | +3,084+0.6% | Added |
| State Street Corp | 830,972 | $43.7M | 0.00% | +17,517+2.2% | Added |
| Vanguard Group Inc | 1,391,501 | $73.2M | 0.00% | −29,238−2.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,471,404 | $77.4M | 0.05% | +126,732+9.4% | Added |
| BlackRock, Inc. | 3,475,374 | $182.9M | 0.00% | +126,102+3.8% | Added |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −10,776−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −7,256−100.0% | Sold out |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,127−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −3,525−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −3,453−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,303−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −3,249−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −3,219−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −1,083−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Millburn Ridgefield Corp | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |