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MSEX icon

Inspire Investing’s Middlesex Water MSEX Stock Holding History

Inspire Investing’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 		$513K Buy
9,857
+614
+7% +$32.3K 0.03% 726
2025
Q4 		$466K Buy
9,243
+873
+10% +$46.9K 0.04% 641
2025
Q3 		$453K Buy
8,370
+1,131
+16% +$60.5K 0.04% 620
2025
Q2 		$392K Buy
7,239
+1,876
+35% +$111K 0.04% 419
2025
Q1 		$344K Sell
5,363
-2,270
-30% -$123K 0.04% 547
2024
Q4 		$402K Buy
7,633
+1,315
+21% +$82.6K 0.05% 471
2024
Q3 		$412K Sell
6,318
-306
-5% -$19K 0.04% 578
2024
Q2 		$346K Sell
6,624
-176
-3% -$9.14K 0.04% 726
2024
Q1 		$357K Buy
6,800
+968
+17% +$53.6K 0.04% 700
2023
Q4 		$383K Buy
5,832
+1,189
+26% +$78.4K 0.04% 669
2023
Q3 		$308K Buy
+4,643
New +$358K 0.04% 508

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Inspire Investing's MSEX Position: Q1 2026 in Review

Inspire Investing increased its Middlesex Water (MSEX) stake by 6.6% in Q1 2026, buying an estimated $32.3K and bringing the position to 9,857 shares worth $513K. The position accounts for 0.03% of the portfolio, ranked #726.

Inspire Investing first reported a position in MSEX in Q3 2023 and has held it in 11 quarters since. 220 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Inspire Investing held 9,857 shares of Middlesex Water worth $513K as of Q1 2026.
  • Inspire Investing bought 614 Middlesex Water shares in Q1 2026, an estimated $32.3K.
  • Middlesex Water made up 0.03% of Inspire Investing's portfolio in Q1 2026, its #726 holding.
  • Inspire Investing first reported a position in Middlesex Water in Q3 2023 and has held it in 11 quarters since.
  • 220 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.