MetLife Investment Management’s Middlesex Water MSEX Stock Holding History

MetLife Investment 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	$539K	Sell	10,356 -116	-1%	-$6.11K	﹤0.01%	1721
2025 Q4	$528K	Hold	10,472	–	–	﹤0.01%	1772
2025 Q3	$567K	Hold	10,472	–	–	﹤0.01%	1746
2025 Q2	$567K	Hold	10,472	–	–	﹤0.01%	1616
2025 Q1	$671K	Sell	10,472 -129	-1%	-$7.01K	﹤0.01%	1558
2024 Q4	$558K	Buy	10,601 +602	+6%	+$37.8K	﹤0.01%	1741
2024 Q3	$652K	Sell	9,999 -389	-4%	-$24.1K	﹤0.01%	1635
2024 Q2	$543K	Buy	10,388 +1,121	+12%	+$58.2K	﹤0.01%	1680
2024 Q1	$487K	Hold	9,267	–	–	﹤0.01%	1692
2023 Q4	$608K	Hold	9,267	–	–	﹤0.01%	1575
2023 Q3	$614K	Hold	9,267	–	–	﹤0.01%	1502
2023 Q2	$747K	Hold	9,267	–	–	0.01%	1436
2023 Q1	$724K	Hold	9,267	–	–	0.01%	1418
2022 Q4	$729K	Hold	9,267	–	–	0.01%	1394
2022 Q3	$715K	Buy	9,267 +249	+3%	+$22.3K	0.01%	1386
2022 Q2	$791K	Sell	9,018 -399	-4%	-$35.8K	0.01%	1343
2022 Q1	$990K	Buy	9,417 +3,426	+57%	+$349K	0.01%	1332
2021 Q4	$721K	Hold	5,991	–	–	0.01%	1294
2021 Q3	$616K	Hold	5,991	–	–	0.01%	1409
2021 Q2	$490K	Hold	5,991	–	–	﹤0.01%	1583
2021 Q1	$473K	Sell	5,991 -1,506	-20%	-$114K	﹤0.01%	1555
2020 Q4	$543K	Hold	7,497	–	–	0.01%	1451
2020 Q3	$466K	Hold	7,497	–	–	0.01%	1399
2020 Q2	$504K	Hold	7,497	–	–	0.01%	1374
2020 Q1	$451K	Hold	7,497	–	–	0.01%	1271
2019 Q4	$477K	Hold	7,497	–	–	0.01%	1489
2019 Q3	$487K	Hold	7,497	–	–	0.01%	1436
2019 Q2	$444K	Hold	7,497	–	–	﹤0.01%	1551
2019 Q1	$420K	Hold	7,497	–	–	﹤0.01%	1564
2018 Q4	$400K	Hold	7,497	–	–	﹤0.01%	1506
2018 Q3	$363K	Hold	7,497	–	–	﹤0.01%	1737
2018 Q2	$316K	Hold	7,497	–	–	﹤0.01%	1691
2018 Q1	$275K	Hold	7,497	–	–	﹤0.01%	1729
2017 Q4	$299K	Buy	+7,497	New	+$323K	﹤0.01%	1713

Other funds holding MSEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MetLife Investment Management's MSEX Position: Q1 2026 in Review

MetLife Investment Management reduced its Middlesex Water (MSEX) stake by 1.1% in Q1 2026, selling an estimated $6.11K and leaving 10,356 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

MetLife Investment Management first reported a position in MSEX in Q4 2017 and has held it in 34 quarters since. The position peaked at $990K in Q1 2022. 220 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

MetLife Investment Management held 10,356 shares of Middlesex Water worth $539K as of Q1 2026.
MetLife Investment Management sold 116 Middlesex Water shares in Q1 2026, an estimated $6.11K.
Middlesex Water made up ﹤0.01% of MetLife Investment Management's portfolio in Q1 2026, its #1721 holding.
MetLife Investment Management first reported a position in Middlesex Water in Q4 2017 and has held it in 34 quarters since.
MetLife Investment Management's Middlesex Water position peaked at $990K in Q1 2022.
220 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on MetLife Investment Management's 13F filing for Q1 2026, filed 14 May 2026.