Baird Financial Group
MSEX icon

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
Q2 		$1.68M Sell
29,878
-1,517
-5% -$79.8K ﹤0.01% 1166
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baird Financial Group's MSEX Position: Q2 2026 in Review

Baird Financial Group reduced its Middlesex Water (MSEX) stake by 4.8% in Q2 2026, selling an estimated $79.8K and leaving 29,878 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Baird Financial Group first reported a position in MSEX in Q3 2025 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Baird Financial Group held 29,878 shares of Middlesex Water worth $1.68M as of Q2 2026.
  • Baird Financial Group sold 1,517 Middlesex Water shares in Q2 2026, an estimated $79.8K.
  • Middlesex Water made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1166 holding.
  • Baird Financial Group first reported a position in Middlesex Water in Q3 2025 and has held it in 4 quarters since.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.