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Disclosery

MSEX MIDDLESEX WTR CO

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COM (common), issuer CIK 66004

210 managers (211 13F filers) reported a position in MSEX shares at 2024-12-31, 13,555,919 shares in all. 20 filers opened a position and 17 filers sold out during the quarter.

Managers
210
13F filers
211
New
20
Added
70
Reduced
59
Sold out
17
Shares held by filers
13,555,919

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BlackRock, Inc.in group BlackRock, Inc.3,475,374$183M<0.01%+126,10213F-HRTimelineGroup
T. Rowe Price Investment Management, In…1,471,404$77.4M0.05%+126,73213F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC1,391,501$73.2M<0.01%-29,23813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP830,972$43.7M<0.01%+17,51713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY543,756$28.6M<0.01%+3,08413F-HR/ATimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC431,767$22.7M<0.01%-2,79213F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP429,580$22.6M0.01%-10,65013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP390,013$20.5M0.02%-702,50913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.255,391$13.4M<0.01%-28,89113F-HRTimelineGroup
Ledgewood Wealth Advisors, LLC254,016$13.4M8.63%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP223,361$11.8M<0.01%+23,28913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp214,913$11.3M<0.01%+6,98313F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc195,836$10.3M<0.01%-21513F-HRTimelineGroup
Thematics Asset Management181,000$9.53M0.42%013F-HRTimeline
FIRST MANHATTAN CO. LLC.178,175$9.44M0.03%-8,44813F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co172,472$9.08M<0.01%+5,19113F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC161,213$8.48M0.01%-26,38713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC154,034$8.11M<0.01%+33,27513F-HRTimelineGroup
ProShare Advisors LLC133,629$7.03M0.02%+15,87813F-HRTimeline
Amundiin group Amundi128,526$6.47M<0.01%+8,84813F-HRTimelineGroup
TSP Capital Management Group, LLC109,288$5.75M1.95%-35013F-HRTimeline
UBS Group AGgroup of 2 filers holding107,038$5.63M+6,324Timeline
CRAMER ROSENTHAL MCGLYNN LLC102,385$5.39M0.3%-3,39413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO92,560$4.87M<0.01%+60,33713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC91,530$4.82M0.01%+80,77913F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC86,640$4.56M<0.01%+2,54413F-HRTimelineGroup
Penn Capital Management Company, LLC74,082$3.9M0.38%-8,57413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/57,260$3.01M<0.01%+16,66513F-HRTimelineGroup
RHUMBLINE ADVISERS54,303$2.86M<0.01%-5,91913F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC51,434$2.71M<0.01%-3,63513F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC50,126$2.62M<0.01%new13F-HRTimelineGroup
Nuveen Asset Management, LLCin group TIAA49,599$2.61M<0.01%013F-HRTimelineGroup
HRT FINANCIAL LP49,292$2.59M0.01%new13F-HRTimeline
Public Sector Pension Investment Board44,624$2.35M0.01%+6,84013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC42,260$2.22M<0.01%new13F-HRTimelineGroup
Swiss National Bank34,962$1.84M<0.01%013F-HRTimeline
Qube Research & Technologies Ltd34,107$1.8M<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC31,276$1.65M<0.01%+1,35713F-HR/ATimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC29,538$1.55M<0.01%+11,40213F-HRTimelineGroup
DUFF & PHELPS INVESTMENT MANAGEMENT CO28,180$1.48M0.02%-7,47313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,163$1.43M<0.01%+4,65613F-HRTimelineGroup
LPL Financial LLC26,921$1.42M<0.01%+4,41513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25,974$1.37M<0.01%+2,34513F-HRTimelineGroup
TD Asset Management Inc25,588$1.35M<0.01%+5,46013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC25,373$1.34M<0.01%+13,78613F-HRTimelineGroup
Jackson Creek Investment Advisors LLC23,666$1.25M0.38%new13F-HRTimeline
Ethic Inc.23,667$1.25M0.03%+13,22613F-HRTimeline
ALLIANCEBERNSTEIN L.P.21,443$1.13M<0.01%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/20,713$1.09M<0.01%+1,22813F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co20,614$1.08M<0.01%+44313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP19,942$1.05M<0.01%-3,64813F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,863$1.05M0.02%+20213F-HRTimelineGroup
WINTON GROUP Ltdin group WINTON GROUP Ltd19,471$1.02M0.07%new13F-HRTimelineGroup
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)19,450$1.02M0.01%013F-HRTimelineGroup
Assenagon Asset Management S.A.19,066$1M<0.01%-55,88013F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd18,767$988K0.12%-2,56613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,716$960K<0.01%-2,52913F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC17,794$936K<0.01%-55013F-HRTimelineGroup
HighTower Advisors, LLC17,321$912K<0.01%-97413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\17,214$906K<0.01%+5,14013F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,801$884K<0.01%+5913F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…16,670$877K<0.01%-17413F-HR/ATimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.15,776$830K<0.01%+9,01313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP15,755$829K<0.01%new13F-HRTimelineGroup
STOREBRAND ASSET MANAGEMENT AS14,400$758K<0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,801$726K<0.01%-20113F-HRTimelineGroup
Cubist Systematic Strategies, LLC13,730$723K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,111$690K<0.01%new13F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…12,863$677K<0.01%+70213F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC12,831$675K0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,613$664K<0.01%+1,52213F-HRTimelineGroup
Magellan Asset Management Ltdin group Magellan Asset Management Ltd12,288$647K0.01%-5,31213F-HRTimelineGroup
DRW Securities, LLC12,199$642K0.04%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC11,663$614K0.01%-49513F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD11,628$612K<0.01%-23813F-HRTimeline
Private Advisor Group, LLC10,964$577K<0.01%-2413F-HRTimeline
FMR LLCin group FMR LLC10,654$561K<0.01%+3,63613F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…10,601$558K<0.01%+60213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,529$554K<0.01%+3,24913F-HR/ATimelineGroup
Illinois Municipal Retirement Fund10,513$553K0.01%+1,00913F-HRTimeline
Main Street Financial Solutions, LLC10,447$550K0.05%013F-HRTimeline
State of Alaska, Department of Revenue10,115$532K0.01%-6313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,919$522K<0.01%13F-HR/ATimelineGroup
SG Americas Securities, LLC9,595$505K<0.01%-13,77113F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.9,411$495K<0.01%-73513F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson8,972$471K<0.01%013F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…8,911$469K<0.01%013F-HRTimeline
Louisiana State Employees Retirement Sy…8,600$453K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,597$452K<0.01%+3,27113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC8,579$452K<0.01%-713F-HRTimeline
Mariner, LLCin group Mariner, LLC8,545$450K<0.01%-8613F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …8,419$443K<0.01%-38613F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.8,313$438K<0.01%+1,18613F-HRTimelineGroup
Aquatic Capital Management LLC8,130$428K0.01%new13F-HRTimeline
Parcion Private Wealth LLC8,000$421K0.03%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7,991$421K<0.01%+81313F-HRTimelineGroup
Creative Planningin group Creative Planning7,720$406K<0.01%-9013F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC7,633$402K0.04%+1,31513F-HRTimelineGroup
COMERICA BANK7,537$397K<0.01%-34013F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,474$393K<0.01%+25013F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC7,364$388K<0.01%+3,20313F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management7,332$386K<0.01%+4,00213F-HRTimelineGroup
KLP KAPITALFORVALTNING AS7,200$379K<0.01%13F-HRTimeline
Clean Yield Group6,925$364K0.12%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,758$356K0.01%+5,15013F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC6,693$352K<0.01%-16813F-HRTimeline
BLACKHILL CAPITAL INC6,666$351K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,618$349K<0.01%-1,92013F-HRTimelineGroup
Centiva Capital, LP6,502$342K0.01%new13F-HRTimeline
Ellevest, Inc.6,395$337K0.02%+23313F-HRTimeline
Maryland State Retirement & Pension Sys…6,021$317K0.01%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC6,000$316K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…5,994$315K<0.01%013F-HRTimeline
Dynamic Technology Lab Private Ltd5,730$302K0.05%new13F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…5,699$300K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,629$296K<0.01%-12513F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC5,611$295K<0.01%-42513F-HR/ATimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,579$294K0.07%013F-HRTimeline
Janney Montgomery Scott LLC5,574$293K<0.01%-17113F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND5,548$292K<0.01%013F-HR/ATimeline
AMALGAMATED BANK5,212$274K<0.01%-4713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd5,168$272K0.01%new13F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM5,160$272K<0.01%+2613F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,009$264K<0.01%+1,19213F-HRTimelineGroup
Teton Advisors, Inc.5,000$263K0.13%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,946$260K<0.01%new13F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…4,791$252K<0.01%013F-HRTimeline
Southeast Asset Advisors, LLC4,749$250K0.03%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,744$250K<0.01%+14013F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,654$245K<0.01%+31813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,441$234K<0.01%+1313F-HRTimelineGroup
State of Tennessee, Department of Treas…4,351$229K<0.01%-3,59313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,346$229K<0.01%-2,94713F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC4,330$228K0.05%+113F-HRTimeline
Cullen Capital Management, LLC4,300$226K<0.01%-42313F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND4,214$222K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,081$215K0.01%-9613F-HRTimeline
Police & Firemen's Retirement System of…3,963$209K<0.01%13F-HRTimeline
Cable Hill Partners, LLC3,880$204K0.02%-59713F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…3,812$201K<0.01%+113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,603$190K0.02%-51313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,343$176K0.01%-89313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,966$156K<0.01%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…2,891$152K<0.01%013F-HRTimeline
OSTRUM ASSET MANAGEMENT2,323$122K0.01%+1,58813F-HRTimeline
GAMMA Investing LLC2,044$108K0.01%-213F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,742$91.7K<0.01%013F-HRTimelineGroup
Natixis Investment Managers Internation…1,361$71.6K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,347$71K<0.01%-3413F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,332$70.1K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,272$67K<0.01%-23413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,151$60.6K<0.01%+2613F-HRTimelineGroup
Pathway Financial Advisers, LLC995$52.3K0.02%+113F-HRTimeline
KBC Group NVin group KBC Group NV961$51K<0.01%-254,40913F-HRTimelineGroup
City State Bank967$50.9K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners913$48K0.01%+213F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.820$43.2K<0.01%013F-HRTimelineGroup
Clarity Asset Management, Inc.737$38.8K0.03%+413F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.700$36.8K0.03%13F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…669$35K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.625$32.9K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…520$26.9K<0.01%+47313F-HRTimelineGroup
IFP Advisors, Inc494$26.6K<0.01%-613F-HRTimeline
Allworth Financial LP544$26.6K<0.01%+50013F-HRTimeline
Sterling Capital Management LLC497$26.2K<0.01%+44013F-HRTimeline
HARBOUR INVESTMENTS, INC.450$23.7K<0.01%013F-HRTimeline
PFS Partners, LLC449$23.6K0.01%013F-HRTimeline
Smartleaf Asset Management LLC421$22.4K<0.01%+20113F-HRTimeline
CENTRAL TRUST Co425$22.4K<0.01%013F-HRTimeline
SIGNATUREFD, LLC411$21.6K<0.01%-1513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management404$21.3K<0.01%-60213F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB382$20.1K<0.01%+2213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…363$19.1K<0.01%-113F-HRTimelineGroup
Lindbrook Capital, LLC323$17K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management300$16K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…303$16K<0.01%+113F-HRTimelineGroup
Glen Eagle Advisors, LLC300$15.8K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC290$15.3K<0.01%+1313F-HRTimeline
R Squared Ltd240$12.6K0.01%13F-HRTimeline
Versant Capital Management, Inc221$11.6K<0.01%+17013F-HRTimeline
Catalyst Capital Advisors LLC171$9K<0.01%-1413F-HRTimeline
BOKF, NAin group BOKF, NA179$8.75K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.165$8.68K<0.01%+10813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quent Capital, LLC112$5.89K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.100$5.26K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP97$5.09K<0.01%+113F-HRTimelineGroup
Parallel Advisors, LLC81$4.28K<0.01%+613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC53$3K<0.01%-2013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…52$2.74K<0.01%+1113F-HRTimelineGroup
Tributary Capital Management, LLC50$2.63K<0.01%013F-HRTimeline
Arax Advisory Partners48$2.53K<0.01%013F-HRTimeline
High Note Wealth, LLC41$2.16K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC35$1.84K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC25$1.32K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.24$1.26K<0.01%13F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.22$1.13K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC20$1.06K<0.01%013F-HRTimeline
Caitong International Asset Management …20$1.05K<0.01%13F-HR/ATimeline
Private Wealth Management Group, LLC17$895<0.01%013F-HRTimeline
Farther Finance Advisors, LLC13$684<0.01%-513F-HRTimeline