Baird Financial Group
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Baird Financial Group’s Middlesex Water MSEX Stock Holding History

Baird Financial Group’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.63M Buy
31,395
+2,494
+9% +$131K ﹤0.01% 1115
2025
Q4 		$1.46M Sell
28,901
-498
-2% -$26.8K ﹤0.01% 1138
2025
Q3 		$1.59M Buy
+29,399
New +$1.57M ﹤0.01% 1127

Other funds holding MSEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baird Financial Group's MSEX Position: Q1 2026 in Review

Baird Financial Group increased its Middlesex Water (MSEX) stake by 8.6% in Q1 2026, buying an estimated $131K and bringing the position to 31,395 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Baird Financial Group first reported a position in MSEX in Q3 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Baird Financial Group held 31,395 shares of Middlesex Water worth $1.63M as of Q1 2026.
  • Baird Financial Group bought 2,494 Middlesex Water shares in Q1 2026, an estimated $131K.
  • Middlesex Water made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1115 holding.
  • Baird Financial Group first reported a position in Middlesex Water in Q3 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.