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Nuance Investments’s Middlesex Water MSEX Stock Holding History

Nuance Investments’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 		$4.82M Buy
85,830
+28,643
+50% +$1.51M 0.82% 29
2026
Q1 		$2.98M Buy
+57,187
New +$3.01M 0.42% 36
2021
Q3 		– Sell
-83,941
Closed -$6.86M – 60
2021
Q2 		$6.86M Sell
83,941
-77,927
-48% -$6.45M 0.12% 51
2021
Q1 		$12.8M Sell
161,868
-17,838
-10% -$1.35M 0.24% 49
2020
Q4 		$13M Buy
179,706
+1,167
+0.7% +$80.7K 0.25% 47
2020
Q3 		$11.1M Buy
178,539
+31,111
+21% +$2.02M 0.26% 46
2020
Q2 		$9.9M Buy
+147,428
New +$9.34M 0.26% 43
2020
Q1 		– Sell
-137,940
Closed -$8.78M – 67
2019
Q4 		$8.78M Buy
+137,940
New +$8.74M 0.29% 40
2019
Q2 		– Sell
-120,970
Closed -$6.77M – 64
2019
Q1 		$6.77M Buy
120,970
+17,465
+17% +$985K 0.35% 47
2018
Q4 		$5.52M Sell
103,505
-19,474
-16% -$959K 0.37% 43
2018
Q3 		$5.94M Buy
122,979
+36,243
+42% +$1.65M 0.36% 50
2018
Q2 		$3.66M Sell
86,736
-23,300
-21% -$966K 0.24% 53
2018
Q1 		$4.04M Buy
110,036
+21,034
+24% +$779K 0.27% 56
2017
Q4 		$3.55M Buy
89,002
+2,012
+2% +$86.7K 0.24% 65
2017
Q3 		$3.42M Buy
86,990
+10,954
+14% +$426K 0.24% 67
2017
Q2 		$3.01M Buy
+76,036
New +$2.84M 0.23% 66

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

Nuance Investments's MSEX Position: Q2 2026 in Review

Nuance Investments increased its Middlesex Water (MSEX) stake by 50% in Q2 2026, buying an estimated $1.51M and bringing the position to 85,830 shares worth $4.82M. The position accounts for 0.82% of the portfolio, ranked #29.

Nuance Investments first reported a position in MSEX in Q2 2017 and has held it in 16 quarters since. The position peaked at $13M in Q4 2020. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Nuance Investments held 85,830 shares of Middlesex Water worth $4.82M as of Q2 2026.
  • Nuance Investments bought 28,643 Middlesex Water shares in Q2 2026, an estimated $1.51M.
  • Middlesex Water made up 0.82% of Nuance Investments's portfolio in Q2 2026, its #29 holding.
  • Nuance Investments first reported a position in Middlesex Water in Q2 2017 and has held it in 16 quarters since.
  • Nuance Investments's Middlesex Water position peaked at $13M in Q4 2020.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Nuance Investments's 13F filing for Q2 2026, filed 7 Aug 2026.