Farmers & Merchants Investments Inc’s Middlesex Water MSEX Stock Holding History

Farmers & Merchants Investments Inc’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	$674	Hold	12	–	–	﹤0.01%	1632
2026 Q1	$625	Hold	12	–	–	﹤0.01%	1596
2025 Q4	$605	Hold	12	–	–	﹤0.01%	1585
2025 Q3	$649	Hold	12	–	–	﹤0.01%	1580
2025 Q2	$650	Hold	12	–	–	﹤0.01%	1560
2025 Q1	$769	Hold	12	–	–	﹤0.01%	1519
2024 Q4	$632	Hold	12	–	–	﹤0.01%	1604
2024 Q3	$783	Hold	12	–	–	﹤0.01%	1570
2024 Q2	$627	Hold	12	–	–	﹤0.01%	1598
2024 Q1	$630	Hold	12	–	–	﹤0.01%	1570
2023 Q4	$787	Hold	12	–	–	﹤0.01%	1511
2023 Q3	$795	Hold	12	–	–	﹤0.01%	1465
2023 Q2	$968	Hold	12	–	–	﹤0.01%	1409
2023 Q1	$937	Hold	12	–	–	﹤0.01%	1407
2022 Q4	$944	Hold	12	–	–	﹤0.01%	1411
2022 Q3	$1K	Buy	+12	New	+$1.07K	﹤0.01%	1352

Other funds holding MSEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Farmers & Merchants Investments Inc's MSEX Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Middlesex Water (MSEX) position steady in Q2 2026 at 12 shares worth $674. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

Farmers & Merchants Investments Inc first reported a position in MSEX in Q3 2022 and has held it in 16 quarters since. The position peaked at $1K in Q3 2022. 117 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

Farmers & Merchants Investments Inc held 12 shares of Middlesex Water worth $674 as of Q2 2026.
Farmers & Merchants Investments Inc left its Middlesex Water share count unchanged in Q2 2026.
Middlesex Water made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1632 holding.
Farmers & Merchants Investments Inc first reported a position in Middlesex Water in Q3 2022 and has held it in 16 quarters since.
Farmers & Merchants Investments Inc's Middlesex Water position peaked at $1K in Q3 2022.
117 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.