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Duff & Phelps Investment Management’s Middlesex Water MSEX Stock Holding History

Duff & Phelps Investment Management’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
Q1 		– Sell
-28,180
Closed -$1.48M – 158
2024
Q4 		$1.48M Sell
28,180
-7,473
-21% -$469K 0.02% 129
2024
Q3 		$2.33M Sell
35,653
-2,917
-8% -$181K 0.03% 125
2024
Q2 		$2.02M Buy
+38,570
New +$2M 0.03% 135

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Duff & Phelps Investment Management's MSEX Position: Q1 2025 in Review

Duff & Phelps Investment Management sold out of Middlesex Water (MSEX) in Q1 2025, closing a stake of 28,180 shares — an estimated $1.48M sold.

Duff & Phelps Investment Management first reported a position in MSEX in Q2 2024 and held it in 3 quarters. The position peaked at $2.33M in Q3 2024. 215 funds tracked by Wall St. Rank hold MSEX as of Q1 2025.

  • Duff & Phelps Investment Management reported no remaining Middlesex Water position as of Q1 2025 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 28,180 Middlesex Water shares in Q1 2025, an estimated $1.48M.
  • Duff & Phelps Investment Management first reported a position in Middlesex Water in Q2 2024 and held it in 3 quarters.
  • Duff & Phelps Investment Management's Middlesex Water position peaked at $2.33M in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2025.

Based on Duff & Phelps Investment Management's 13F filing for Q1 2025, filed 13 May 2025.