MSEX MIDDLESEX WTR CO
FollowCOM (common), issuer CIK 66004
212 managers (214 13F filers) reported a position in MSEX shares at 2025-09-30, 14,341,138 shares in all. 27 filers opened a position and 28 filers sold out during the quarter.
- Managers
- 212
- 13F filers
- 214
- New
- 27
- Added
- 84
- Reduced
- 58
- Sold out
- 28
- Shares held by filers
- 14,341,138
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 9 | $487 | <0.01% | +1 | 13F-HRTimeline |
| HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK | 8 | $433 | <0.01% | 0 | 13F-HRTimelineGroup |
| Clearstead Trust, LLC | 6 | $325 | <0.01% | 0 | 13F-HRTimeline |
| TFC Financial Management, Inc. | 5 | $278 | <0.01% | 0 | 13F-HRTimeline |
| Quaker Wealth Management, LLC | 3 | $163 | <0.01% | 0 | 13F-HRTimeline |
| Sunbelt Securities, Inc. | 3 | $162 | <0.01% | new | 13F-HRTimeline |
| Abound Wealth Management | 2 | $109 | <0.01% | 0 | 13F-HRTimeline |
| Caitong International Asset Management … | 2 | $108 | <0.01% | new | 13F-HRTimeline |
| Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso… | 1 | $54 | <0.01% | new | 13F-HRTimelineGroup |
| SBI Securities Co., Ltd. | 1 | $54 | <0.01% | new | 13F-HRTimeline |
| Covestor Ltd | 2 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0% | new | 13F-HRTimelineValue filed as zero, left out of ratios. |