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MSEX MIDDLESEX WTR CO

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COM (common), issuer CIK 66004

220 managers (227 13F filers) reported a position in MSEX shares at 2026-06-30, 15,698,886 shares in all. 29 filers opened a position and 21 filers sold out during the quarter.

Managers
220
13F filers
227
New
29
Added
90
Reduced
55
Sold out
21
Shares held by filers
15,698,886

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Aster Capital Management (DIFC) Ltd13$730<0.01%new13F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…12$674<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust12$674<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC10$562<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC9$509<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7$393<0.01%013F-HRTimelineGroup
Ankerstar Wealth, LLC7$393<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC6$337<0.01%new13F-HRTimeline
Investors Portfolio Services LLC6$337<0.01%new13F-HRTimeline
TFC Financial Management, Inc.5$294<0.01%013F-HRTimeline
Hughes Financial Services, LLC4$225<0.01%+313F-HRTimeline
Quaker Wealth Management, LLC3$169<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC3$168<0.01%new13F-HRTimeline
Abound Wealth Management2$113<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2$113<0.01%-513F-HRTimeline
Davis Capital Management1$56<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1$56<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…1$56<0.01%new13F-HRTimeline
Covestor Ltd6$00%+413F-HRTimelineValue filed as zero, left out of ratios.
Evolution Advisers, Inc.2$00%new13F-HRTimelineValue filed as zero, left out of ratios.