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IEQ Capital’s Middlesex Water MSEX Stock Holding History

IEQ Capital’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 		$219K Buy
+3,895
New +$205K ﹤0.01% 1798
2024
Q4 		– Sell
-10,776
Closed -$703K – 1404
2024
Q3 		$703K Buy
10,776
+163
+2% +$10.1K 0.01% 648
2024
Q2 		$555K Hold
10,613
– – 0.01% 614
2024
Q1 		$557K Buy
+10,613
New +$587K 0.01% 589

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

IEQ Capital's MSEX Position: Q2 2026 in Review

IEQ Capital opened a new position in Middlesex Water (MSEX) in Q2 2026: 3,895 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1798 among its holdings. This is a return to the name: IEQ Capital previously reported a position in MSEX as recently as Q3 2024.

IEQ Capital first reported a position in MSEX in Q1 2024 and has held it in 4 quarters since. The position peaked at $703K in Q3 2024. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • IEQ Capital held 3,895 shares of Middlesex Water worth $219K as of Q2 2026.
  • Middlesex Water was a new IEQ Capital position in Q2 2026.
  • Middlesex Water made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1798 holding.
  • IEQ Capital first reported a position in Middlesex Water in Q1 2024 and has held it in 4 quarters since.
  • IEQ Capital's Middlesex Water position peaked at $703K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.