KBC Group
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KBC Group’s Middlesex Water MSEX Stock Holding History

KBC Group’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 		$45K Buy
+857
New +$45.1K ﹤0.01% 1686
2025
Q2 		– Sell
-1,047
Closed -$67K – 1779
2025
Q1 		$67K Buy
1,047
+86
+9% +$4.67K ﹤0.01% 1702
2024
Q4 		$51K Sell
961
-254,409
-100% -$16M ﹤0.01% 1809
2024
Q3 		$16.7M Buy
255,370
+355
+0.1% +$22K 0.05% 291
2024
Q2 		$13.3M Hold
255,015
– – 0.04% 293
2024
Q1 		$13.4M Hold
255,015
– – 0.04% 299
2023
Q4 		$16.7M Sell
255,015
-2,911
-1% -$192K 0.06% 279
2023
Q3 		$17.1M Buy
257,926
+38,243
+17% +$2.94M 0.07% 263
2023
Q2 		$17.7M Buy
219,683
+6,434
+3% +$504K 0.07% 246
2023
Q1 		$16.7M Buy
213,249
+5,972
+3% +$482K 0.07% 262
2022
Q4 		$16.3M Buy
207,277
+1,974
+1% +$171K 0.08% 234
2022
Q3 		$15.8M Buy
205,303
+2,300
+1% +$206K 0.08% 242
2022
Q2 		$17.8M Buy
203,003
+2,941
+1% +$264K 0.09% 241
2022
Q1 		$21M Buy
200,062
+4,834
+2% +$493K 0.08% 235
2021
Q4 		$23.5M Buy
195,228
+5,164
+3% +$549K 0.08% 243
2021
Q3 		$19.5M Sell
190,064
-245,336
-56% -$25.2M 0.07% 259
2021
Q2 		$35.6M Buy
435,400
+44,826
+11% +$3.71M 0.06% 280
2021
Q1 		$30.9M Buy
390,574
+187,052
+92% +$14.2M 0.06% 301
2020
Q4 		$81.1M Buy
203,522
+28,946
+17% +$2M 0.03% 384
2020
Q3 		$10.8M Buy
174,576
+5,252
+3% +$341K 0.03% 394
2020
Q2 		$11.4M Buy
169,324
+74,625
+79% +$4.73M 0.04% 379
2020
Q1 		$5.69M Sell
94,699
-7,859
-8% -$497K 0.05% 347
2019
Q4 		$6.52M Buy
102,558
+6,389
+7% +$405K 0.04% 406
2019
Q3 		$6.25M Buy
96,169
+5,278
+6% +$321K 0.05% 402
2019
Q2 		$5.38M Buy
90,891
+10,631
+13% +$618K 0.04% 419
2019
Q1 		$4.49M Buy
80,260
+9,785
+14% +$552K 0.04% 441
2018
Q4 		$3.76M Hold
70,475
– – 0.04% 399
2018
Q3 		$3.41M Hold
70,475
– – 0.03% 525
2018
Q2 		$2.97M Buy
70,475
+8,482
+14% +$352K 0.03% 516
2018
Q1 		$2.27M Buy
61,993
+2,570
+4% +$95.2K 0.02% 544
2017
Q4 		$2.37M Hold
59,423
– – 0.02% 554
2017
Q3 		$2.33M Sell
59,423
-40,281
-40% -$1.56M 0.02% 578
2017
Q2 		$3.95M Buy
99,704
+936
+0.9% +$35K 0.04% 430
2017
Q1 		$3.65M Hold
98,768
– – 0.03% 490
2016
Q4 		$4.24M Sell
98,768
-3,811
-4% -$146K 0.04% 437
2016
Q3 		$3.62M Buy
102,579
+18,871
+23% +$712K 0.04% 426
2016
Q2 		$3.63M Buy
83,708
+41,604
+99% +$1.54M 0.05% 385
2016
Q1 		$1.3M Hold
42,104
– – 0.02% 584
2015
Q4 		$1.12M Buy
42,104
+21,589
+105% +$551K 0.02% 606
2015
Q3 		$489K Hold
20,515
– – 0.01% 776
2015
Q2 		$463K Buy
20,515
+1,125
+6% +$25.3K 0.01% 918
2015
Q1 		$441K Buy
19,390
+2,715
+16% +$60.7K 0.01% 930
2014
Q4 		$385K Buy
+16,675
New +$362K ﹤0.01% 1040

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

KBC Group's MSEX Position: Q1 2026 in Review

KBC Group opened a new position in Middlesex Water (MSEX) in Q1 2026: 857 shares worth $45K. The stake represents ﹤0.01% of the portfolio and ranks #1686 among its holdings. This is a return to the name: KBC Group previously reported a position in MSEX as recently as Q1 2025.

KBC Group first reported a position in MSEX in Q4 2014 and has held it in 43 quarters since. The position peaked at $81.1M in Q4 2020. 219 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • KBC Group held 857 shares of Middlesex Water worth $45K as of Q1 2026.
  • Middlesex Water was a new KBC Group position in Q1 2026.
  • Middlesex Water made up ﹤0.01% of KBC Group's portfolio in Q1 2026, its #1686 holding.
  • KBC Group first reported a position in Middlesex Water in Q4 2014 and has held it in 43 quarters since.
  • KBC Group's Middlesex Water position peaked at $81.1M in Q4 2020.
  • 219 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on KBC Group's 13F filing for Q1 2026, filed 7 May 2026.