MSEX MIDDLESEX WTR CO
FollowCOM (common), issuer CIK 66004
Filings received so far for Q3 2026: 10 13F filers report a position in MSEX shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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 |
|---|---|---|---|---|---|
| Ledgewood Wealth Advisors, LLC | 244,989 | $13M | 7.15% | -9,027 | 13F-HRTimeline |
| GAMMA Investing LLC | 6,420 | $340K | 0.01% | +753 | 13F-HRTimeline |
| ARMSTRONG ADVISORY GROUP, INC | 3,559 | $189K | 0.01% | +6 | 13F-HRTimeline |
| Versant Capital Management, Inc | 987 | $52.3K | <0.01% | +305 | 13F-HRTimeline |
| Rosenberg Matthew Hamilton | 259 | $13.7K | <0.01% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 251 | $13.3K | <0.01% | +20 | 13F-HRTimeline |
| MassMutual Private Wealth & Trust, FSB | 240 | $12.7K | <0.01% | 0 | 13F-HRTimeline |
| GK Wealth Management LLC | 52 | $2.77K | <0.01% | new | 13F-HRTimeline |
| Davis Capital Management | 3 | $159 | <0.01% | +2 | 13F-HRTimeline |
| GILPIN WEALTH MANAGEMENT, LLC | 2 | $106 | <0.01% | 0 | 13F-HRTimeline |