INTECH Investment Management
MSEX icon

INTECH Investment Management’s Middlesex Water MSEX Stock Holding History

INTECH 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
2026
Q2 		– Sell
-4,635
Closed -$241K – 2217
2026
Q1 		$241K Sell
4,635
-2,673
-37% -$141K ﹤0.01% 1666
2025
Q4 		$368K Hold
7,308
– – ﹤0.01% 1655
2025
Q3 		$396K Hold
7,308
– – ﹤0.01% 1695
2025
Q2 		$396K Sell
7,308
-172
-2% -$10.2K ﹤0.01% 1737
2025
Q1 		$479K Buy
7,480
+116
+2% +$6.3K ﹤0.01% 1639
2024
Q4 		$388K Buy
7,364
+3,203
+77% +$201K ﹤0.01% 1703
2024
Q3 		$271K Buy
+4,161
New +$258K ﹤0.01% 1567

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 $3.38T AUM 44.17% 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

INTECH Investment Management's MSEX Position: Q2 2026 in Review

INTECH Investment Management sold out of Middlesex Water (MSEX) in Q2 2026, closing a stake of 4,635 shares — an estimated $241K sold.

INTECH Investment Management first reported a position in MSEX in Q3 2024 and held it in 7 quarters. The position peaked at $479K in Q1 2025. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • INTECH Investment Management reported no remaining Middlesex Water position as of Q2 2026 after selling out during the quarter.
  • INTECH Investment Management sold 4,635 Middlesex Water shares in Q2 2026, an estimated $241K.
  • INTECH Investment Management first reported a position in Middlesex Water in Q3 2024 and held it in 7 quarters.
  • INTECH Investment Management's Middlesex Water position peaked at $479K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.