Northwestern Mutual Wealth Management
MSEX icon

Northwestern Mutual Wealth Management’s Middlesex Water MSEX Stock Holding History

Northwestern Mutual Wealth 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 		$23K Sell
442
-5
-1% -$263 ﹤0.01% 2751
2025
Q4 		$22.5K Buy
447
+5
+1% +$269 ﹤0.01% 2699
2025
Q3 		$23.9K Buy
442
+2
+0.5% +$107 ﹤0.01% 2606
2025
Q2 		$23.8K Buy
440
+135
+44% +$7.99K ﹤0.01% 2513
2025
Q1 		$19.6K Buy
305
+2
+0.7% +$109 ﹤0.01% 2526
2024
Q4 		$16K Buy
303
+1
+0.3% +$63 ﹤0.01% 2590
2024
Q3 		$19.7K Buy
302
+2
+0.7% +$124 ﹤0.01% 2475
2024
Q2 		$15.7K Buy
+300
New +$15.6K ﹤0.01% 2487
2023
Q2 		– Sell
-185
Closed -$14.5K – 3510
2023
Q1 		$14.5K Buy
+185
New +$14.9K ﹤0.01% 2371
2022
Q3 		– Sell
-264
Closed -$23K – 3288
2022
Q2 		$23K Buy
264
+261
+8,700% +$23.4K ﹤0.01% 2195
2022
Q1 		$0 Buy
+3
New +$306 ﹤0.01% 3293
2021
Q1 		– Sell
-16
Closed -$1K – 2905
2020
Q4 		$1K Sell
16
-484
-97% -$33.5K ﹤0.01% 2621
2020
Q3 		$31K Buy
+500
New +$32.4K ﹤0.01% 1657
2019
Q1 		– Sell
-10
Closed -$1K – 2640
2018
Q4 		$1K Buy
+10
New +$492 ﹤0.01% 2293
2015
Q4 		– Sell
-120
Closed -$3K – 1745
2015
Q3 		$3K Buy
+120
New +$2.75K ﹤0.01% 1373
2014
Q3 		– Sell
-1,450
Closed -$31K – 1419
2014
Q2 		$31K Buy
+1,450
New +$29.9K ﹤0.01% 680

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

Northwestern Mutual Wealth Management's MSEX Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Middlesex Water (MSEX) stake by 1.1% in Q1 2026, selling an estimated $263 and leaving 442 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #2751.

Northwestern Mutual Wealth Management first reported a position in MSEX in Q2 2014 and has held it in 16 quarters since. The position peaked at $31K in Q3 2020. 220 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Northwestern Mutual Wealth Management held 442 shares of Middlesex Water worth $23K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 5 Middlesex Water shares in Q1 2026, an estimated $263.
  • Middlesex Water made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2751 holding.
  • Northwestern Mutual Wealth Management first reported a position in Middlesex Water in Q2 2014 and has held it in 16 quarters since.
  • Northwestern Mutual Wealth Management's Middlesex Water position peaked at $31K in Q3 2020.
  • 220 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.