Jones Financial Companies
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Jones Financial Companies’s Middlesex Water MSEX Stock Holding History

Jones Financial Companies’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 		$27.8K Buy
536
+178
+50% +$9.37K ﹤0.01% 3165
2025
Q4 		$18.1K Sell
358
-67
-16% -$3.6K ﹤0.01% 2977
2025
Q3 		$22.7K Buy
425
+1
+0.2% +$54 ﹤0.01% 2731
2025
Q2 		$23.1K Buy
424
+7
+2% +$414 ﹤0.01% 2531
2025
Q1 		$26.5K Buy
417
+320
+330% +$17.4K ﹤0.01% 2321
2024
Q4 		$5.09K Buy
97
+1
+1% +$63 ﹤0.01% 2749
2024
Q3 		$6.22K Buy
+96
New +$5.95K ﹤0.01% 2386

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

Jones Financial Companies's MSEX Position: Q1 2026 in Review

Jones Financial Companies increased its Middlesex Water (MSEX) stake by 50% in Q1 2026, buying an estimated $9.37K and bringing the position to 536 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3165.

Jones Financial Companies first reported a position in MSEX in Q3 2024 and has held it in 7 quarters since. 219 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Jones Financial Companies held 536 shares of Middlesex Water worth $27.8K as of Q1 2026.
  • Jones Financial Companies bought 178 Middlesex Water shares in Q1 2026, an estimated $9.37K.
  • Middlesex Water made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3165 holding.
  • Jones Financial Companies first reported a position in Middlesex Water in Q3 2024 and has held it in 7 quarters since.
  • 219 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.