JY
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Jeff Yass’s Middlesex Water MSEX Stock Holding History

Jeff Yass’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 		$567K Buy
+10,100
New +$531K ﹤0.01% 9612
2024
Q3 		– Sell
-4,500
Closed -$235K – 12642
2024
Q2 		$235K Buy
+4,500
New +$234K ﹤0.01% 10000
2021
Q4 		– Sell
-2,100
Closed -$216K – 13616
2021
Q3 		$216K Buy
+2,100
New +$215K ﹤0.01% 11322
2020
Q4 		– Sell
-4,600
Closed -$286K – 11466
2020
Q3 		$286K Buy
+4,600
New +$298K ﹤0.01% 8805
2020
Q2 		– Sell
-7,200
Closed -$433K – 10624
2020
Q1 		$433K Sell
7,200
-100
-1% -$6.33K ﹤0.01% 7237
2019
Q4 		$464K Buy
7,300
+2,100
+40% +$133K ﹤0.01% 7135
2019
Q3 		$338K Sell
5,200
-2,900
-36% -$177K ﹤0.01% 8039
2019
Q2 		$480K Buy
8,100
+200
+3% +$11.6K ﹤0.01% 7354
2019
Q1 		$442K Sell
7,900
-2,700
-25% -$152K ﹤0.01% 6508
2018
Q4 		$566K Buy
10,600
+3,000
+39% +$148K ﹤0.01% 5791
2018
Q3 		$368K Buy
7,600
+2,800
+58% +$128K ﹤0.01% 7074
2018
Q2 		$202K Buy
+4,800
New +$199K ﹤0.01% 8600

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

Jeff Yass's MSEX Position: Q2 2026 in Review

Jeff Yass reduced its Middlesex Water (MSEX) stake by 58% in Q2 2026, selling an estimated $287K and leaving 3,919 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #11743.

Jeff Yass first reported a position in MSEX in Q4 2013 and has held it in 27 quarters since. The position peaked at $2.68M in Q1 2024. 225 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Jeff Yass held 3,919 shares of Middlesex Water worth $220K as of Q2 2026.
  • Jeff Yass sold 5,460 Middlesex Water shares in Q2 2026, an estimated $287K.
  • Middlesex Water made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11743 holding.
  • Jeff Yass first reported a position in Middlesex Water in Q4 2013 and has held it in 27 quarters since.
  • Jeff Yass's Middlesex Water position peaked at $2.68M in Q1 2024.
  • 225 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.