Raymond James Financial
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Raymond James Financial’s Middlesex Water MSEX Stock Holding History

Raymond James Financial’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 		$1.19M Buy
21,212
+8,881
+72% +$467K ﹤0.01% 3866
2026
Q1 		$642K Buy
12,331
+1,209
+11% +$63.6K ﹤0.01% 4184
2025
Q4 		$561K Buy
11,122
+658
+6% +$35.4K ﹤0.01% 4183
2025
Q3 		$566K Sell
10,464
-227
-2% -$12.1K ﹤0.01% 4035
2025
Q2 		$579K Buy
10,691
+193
+2% +$11.4K ﹤0.01% 3925
2025
Q1 		$673K Buy
10,498
+579
+6% +$31.5K ﹤0.01% 3742
2024
Q4 		$522K Buy
+9,919
New +$623K ﹤0.01% 3882

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 $3.38T AUM 44.17% 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

Raymond James Financial's MSEX Position: Q2 2026 in Review

Raymond James Financial increased its Middlesex Water (MSEX) stake by 72% in Q2 2026, buying an estimated $467K and bringing the position to 21,212 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #3866.

Raymond James Financial first reported a position in MSEX in Q4 2024 and has held it in 7 quarters since. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Raymond James Financial held 21,212 shares of Middlesex Water worth $1.19M as of Q2 2026.
  • Raymond James Financial bought 8,881 Middlesex Water shares in Q2 2026, an estimated $467K.
  • Middlesex Water made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3866 holding.
  • Raymond James Financial first reported a position in Middlesex Water in Q4 2024 and has held it in 7 quarters since.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.