Neuberger Berman Group
MSEX icon

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
Q2 		$90.1M Buy
1,604,067
+54,161
+3% +$2.85M 0.06% 376
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 $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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Neuberger Berman Group's MSEX Position: Q2 2026 in Review

Neuberger Berman Group increased its Middlesex Water (MSEX) stake by 3.5% in Q2 2026, buying an estimated $2.85M and bringing the position to 1,604,067 shares worth $90.1M. The position accounts for 0.06% of the portfolio, ranked #376.

Neuberger Berman Group first reported a position in MSEX in Q4 2018 and has held it in 6 quarters since. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Neuberger Berman Group held 1,604,067 shares of Middlesex Water worth $90.1M as of Q2 2026.
  • Neuberger Berman Group bought 54,161 Middlesex Water shares in Q2 2026, an estimated $2.85M.
  • Middlesex Water made up 0.06% of Neuberger Berman Group's portfolio in Q2 2026, its #376 holding.
  • Neuberger Berman Group first reported a position in Middlesex Water in Q4 2018 and has held it in 6 quarters since.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.