LAM
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Lummis Asset Management’s Middlesex Water MSEX Stock Holding History

Lummis Asset 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 		$28K Buy
+550
New +$28.9K 0.02% 99

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

Lummis Asset Management's MSEX Position: Q1 2026 in Review

Lummis Asset Management opened a new position in Middlesex Water (MSEX) in Q1 2026: 550 shares worth $28K. The stake represents 0.02% of the portfolio and ranks #99 among its holdings.

219 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Lummis Asset Management held 550 shares of Middlesex Water worth $28K as of Q1 2026.
  • Middlesex Water was a new Lummis Asset Management position in Q1 2026.
  • Middlesex Water made up 0.02% of Lummis Asset Management's portfolio in Q1 2026, its #99 holding.
  • 219 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.