IEFM
MSEX icon

IQ EQ Fund Management’s Middlesex Water MSEX Stock Holding History

IQ EQ Fund 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
Q1 		– Sell
-15,722
Closed -$793K – 311
2025
Q4 		$793K Buy
15,722
+2,095
+15% +$113K 0.05% 229
2025
Q3 		$737K Buy
+13,627
New +$729K 0.05% 236
2025
Q1 		– Sell
-18,767
Closed -$988K – 316
2024
Q4 		$988K Sell
18,767
-2,566
-12% -$161K 0.12% 175
2024
Q3 		$1.39M Buy
+21,333
New +$1.32M 0.14% 172

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

IQ EQ Fund Management's MSEX Position: Q1 2026 in Review

IQ EQ Fund Management sold out of Middlesex Water (MSEX) in Q1 2026, closing a stake of 15,722 shares — an estimated $793K sold.

IQ EQ Fund Management first reported a position in MSEX in Q3 2024 and held it in 4 quarters. The position peaked at $1.39M in Q3 2024. 219 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • IQ EQ Fund Management reported no remaining Middlesex Water position as of Q1 2026 after selling out during the quarter.
  • IQ EQ Fund Management sold 15,722 Middlesex Water shares in Q1 2026, an estimated $793K.
  • IQ EQ Fund Management first reported a position in Middlesex Water in Q3 2024 and held it in 4 quarters.
  • IQ EQ Fund Management's Middlesex Water position peaked at $1.39M in Q3 2024.
  • 219 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.