KK
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KLP Kapitalforvaltning’s Middlesex Water MSEX Stock Holding History

KLP Kapitalforvaltning’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 		$219K Hold
3,900
– – ﹤0.01% 1864
2026
Q1 		$203K Hold
3,900
– – ﹤0.01% 1808
2025
Q4 		$197K Buy
3,900
+400
+11% +$21.5K ﹤0.01% 1845
2025
Q3 		$189K Hold
3,500
– – ﹤0.01% 1844
2025
Q2 		$190K Sell
3,500
-3,700
-51% -$219K ﹤0.01% 1809
2025
Q1 		$462K Hold
7,200
– – ﹤0.01% 1345
2024
Q4 		$379K Buy
+7,200
New +$452K ﹤0.01% 1523

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

KLP Kapitalforvaltning's MSEX Position: Q2 2026 in Review

KLP Kapitalforvaltning held its Middlesex Water (MSEX) position steady in Q2 2026 at 3,900 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

KLP Kapitalforvaltning first reported a position in MSEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $462K in Q1 2025. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • KLP Kapitalforvaltning held 3,900 shares of Middlesex Water worth $219K as of Q2 2026.
  • KLP Kapitalforvaltning left its Middlesex Water share count unchanged in Q2 2026.
  • Middlesex Water made up ﹤0.01% of KLP Kapitalforvaltning's portfolio in Q2 2026, its #1864 holding.
  • KLP Kapitalforvaltning first reported a position in Middlesex Water in Q4 2024 and has held it in 7 quarters since.
  • KLP Kapitalforvaltning's Middlesex Water position peaked at $462K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q2 2026, filed 12 Aug 2026.