Neuberger Berman Group
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Neuberger Berman Group’s Middlesex Water MSEX Stock Holding History

Neuberger Berman 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 		$80.7M Buy
1,549,906
+26,344
+2% +$1.39M 0.06% 373
2025
Q4 		$76.8M Buy
1,523,562
+512,108
+51% +$27.5M 0.06% 372
2025
Q3 		$54.7M Buy
+1,011,454
New +$54.1M 0.04% 451
2022
Q2 		– Sell
-2,420
Closed -$255K – 1902
2022
Q1 		$255K Buy
+2,420
New +$247K ﹤0.01% 1744
2019
Q1 		– Sell
-4,068
Closed -$217K – 1577
2018
Q4 		$217K Buy
+4,068
New +$200K ﹤0.01% 1470

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Neuberger Berman Group's MSEX Position: Q1 2026 in Review

Neuberger Berman Group increased its Middlesex Water (MSEX) stake by 1.7% in Q1 2026, buying an estimated $1.39M and bringing the position to 1,549,906 shares worth $80.7M. The position accounts for 0.06% of the portfolio, ranked #373.

Neuberger Berman Group first reported a position in MSEX in Q4 2018 and has held it in 5 quarters since. 219 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Neuberger Berman Group held 1,549,906 shares of Middlesex Water worth $80.7M as of Q1 2026.
  • Neuberger Berman Group bought 26,344 Middlesex Water shares in Q1 2026, an estimated $1.39M.
  • Middlesex Water made up 0.06% of Neuberger Berman Group's portfolio in Q1 2026, its #373 holding.
  • Neuberger Berman Group first reported a position in Middlesex Water in Q4 2018 and has held it in 5 quarters since.
  • 219 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.