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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
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 $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

Nuance Investments's MSEX Position: Q1 2026 in Review

Nuance Investments opened a new position in Middlesex Water (MSEX) in Q1 2026: 57,187 shares worth $2.98M. The stake represents 0.42% of the portfolio and ranks #36 among its holdings. This is a return to the name: Nuance Investments previously reported a position in MSEX as recently as Q2 2021.

Nuance Investments first reported a position in MSEX in Q2 2017 and has held it in 15 quarters since. The position peaked at $13M in Q4 2020. 219 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Nuance Investments held 57,187 shares of Middlesex Water worth $2.98M as of Q1 2026.
  • Middlesex Water was a new Nuance Investments position in Q1 2026.
  • Middlesex Water made up 0.42% of Nuance Investments's portfolio in Q1 2026, its #36 holding.
  • Nuance Investments first reported a position in Middlesex Water in Q2 2017 and has held it in 15 quarters since.
  • Nuance Investments's Middlesex Water position peaked at $13M in Q4 2020.
  • 219 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Nuance Investments's 13F filing for Q1 2026, filed 8 May 2026.