NIG
MSEX icon

NFJ Investment Group’s Middlesex Water MSEX Stock Holding History

NFJ Investment 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 		– Sell
-38,178
Closed -$1.99M – 244
2026
Q1 		$1.99M Hold
38,178
– – 0.08% 164
2025
Q4 		$1.92M Sell
38,178
-1,973
-5% -$106K 0.07% 169
2025
Q3 		$2.17M Buy
40,151
+1,133
+3% +$60.6K 0.07% 181
2025
Q2 		$2.11M Sell
39,018
-11,109
-22% -$658K 0.07% 201
2025
Q1 		$3.21M Buy
+50,127
New +$2.72M 0.11% 158

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

NFJ Investment Group's MSEX Position: Q2 2026 in Review

NFJ Investment Group sold out of Middlesex Water (MSEX) in Q2 2026, closing a stake of 38,178 shares — an estimated $1.99M sold.

NFJ Investment Group first reported a position in MSEX in Q1 2025 and held it in 5 quarters. The position peaked at $3.21M in Q1 2025. 226 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • NFJ Investment Group reported no remaining Middlesex Water position as of Q2 2026 after selling out during the quarter.
  • NFJ Investment Group sold 38,178 Middlesex Water shares in Q2 2026, an estimated $1.99M.
  • NFJ Investment Group first reported a position in Middlesex Water in Q1 2025 and held it in 5 quarters.
  • NFJ Investment Group's Middlesex Water position peaked at $3.21M in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on NFJ Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.