Raymond James Financial
MSEX icon

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
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 $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 $3.37T AUM 44.26% 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

Raymond James Financial's MSEX Position: Q1 2026 in Review

Raymond James Financial increased its Middlesex Water (MSEX) stake by 11% in Q1 2026, buying an estimated $63.6K and bringing the position to 12,331 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #4184.

Raymond James Financial first reported a position in MSEX in Q4 2024 and has held it in 6 quarters since. The position peaked at $673K in Q1 2025. 220 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Raymond James Financial held 12,331 shares of Middlesex Water worth $642K as of Q1 2026.
  • Raymond James Financial bought 1,209 Middlesex Water shares in Q1 2026, an estimated $63.6K.
  • Middlesex Water made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4184 holding.
  • Raymond James Financial first reported a position in Middlesex Water in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Middlesex Water position peaked at $673K in Q1 2025.
  • 220 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.