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Brooklyn Investment Group’s Middlesex Water MSEX Stock Holding History

Brooklyn Investment 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 		$610K Buy
+11,724
New +$617K 0.02% 883
2025
Q3 		– Sell
-272
Closed -$14.7K – 1932
2025
Q2 		$14.7K Buy
272
+120
+79% +$7.1K ﹤0.01% 1976
2025
Q1 		$9.74K Buy
+152
New +$8.26K ﹤0.01% 1523

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

Brooklyn Investment Group's MSEX Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in Middlesex Water (MSEX) in Q1 2026: 11,724 shares worth $610K. The stake represents 0.02% of the portfolio and ranks #883 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in MSEX as recently as Q2 2025.

Brooklyn Investment Group first reported a position in MSEX in Q1 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Brooklyn Investment Group held 11,724 shares of Middlesex Water worth $610K as of Q1 2026.
  • Middlesex Water was a new Brooklyn Investment Group position in Q1 2026.
  • Middlesex Water made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #883 holding.
  • Brooklyn Investment Group first reported a position in Middlesex Water in Q1 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.