BF
MSEX icon

BOK Financial’s Middlesex Water MSEX Stock Holding History

BOK Financial’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
2025
Q4 		– Sell
-2,461
Closed -$133K – 1085
2025
Q3 		$133K Hold
2,461
– – ﹤0.01% 740
2025
Q2 		$133K Buy
2,461
+457
+23% +$27.1K ﹤0.01% 737
2025
Q1 		$128K Buy
2,004
+1,825
+1,020% +$99.2K ﹤0.01% 742
2024
Q4 		$8.75K Hold
179
– – ﹤0.01% 985
2024
Q3 		$11.3K Buy
+179
New +$11.1K ﹤0.01% 982

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BOK Financial's MSEX Position: Q4 2025 in Review

BOK Financial sold out of Middlesex Water (MSEX) in Q4 2025, closing a stake of 2,461 shares — an estimated $133K sold.

BOK Financial first reported a position in MSEX in Q3 2024 and held it in 5 quarters. The position peaked at $133K in Q2 2025. 201 funds tracked by Wall St. Rank hold MSEX as of Q4 2025.

  • BOK Financial reported no remaining Middlesex Water position as of Q4 2025 after selling out during the quarter.
  • BOK Financial sold 2,461 Middlesex Water shares in Q4 2025, an estimated $133K.
  • BOK Financial first reported a position in Middlesex Water in Q3 2024 and held it in 5 quarters.
  • BOK Financial's Middlesex Water position peaked at $133K in Q2 2025.
  • 201 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2025.

Based on BOK Financial's 13F filing for Q4 2025, filed 3 Feb 2026.