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MSEX MIDDLESEX WTR CO

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COM (common), issuer CIK 66004

215 managers (217 13F filers) reported a position in MSEX shares at 2025-06-30, 13,535,496 shares in all. 25 filers opened a position and 23 filers sold out during the quarter.

Managers
215
13F filers
217
New
25
Added
92
Reduced
54
Sold out
23
Shares held by filers
13,535,496

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…12$650<0.01%013F-HRTimelineGroup
Larson Financial Group LLC12$650<0.01%+313F-HRTimeline
NewSquare Capital LLC11$596<0.01%new13F-HRTimeline
IFP Advisors, Inc11$595<0.01%-48313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK8$433<0.01%013F-HRTimelineGroup
Fortitude Family Office, LLC8$433<0.01%new13F-HRTimeline
Blue Trust, Inc.7$379<0.01%new13F-HRTimeline
Clearstead Trust, LLC6$326<0.01%new13F-HRTimeline
TFC Financial Management, Inc.5$276<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5$271<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC5$260<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC3$163<0.01%new13F-HRTimeline
Abound Wealth Management2$109<0.01%-113F-HRTimeline
Covestor Ltd2$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.