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MSEX icon

Salomon & Ludwin’s Middlesex Water MSEX Stock Holding History

Salomon & Ludwin’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 		$25.6K Hold
453
– – ﹤0.01% 966
2026
Q1 		$24.4K Buy
453
+209
+86% +$11K ﹤0.01% 946
2025
Q4 		$12.2K Buy
244
+182
+294% +$9.79K ﹤0.01% 1310
2025
Q3 		$3.32K Buy
+62
New +$3.32K ﹤0.01% 1872

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

Salomon & Ludwin's MSEX Position: Q2 2026 in Review

Salomon & Ludwin held its Middlesex Water (MSEX) position steady in Q2 2026 at 453 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Salomon & Ludwin first reported a position in MSEX in Q3 2025 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Salomon & Ludwin held 453 shares of Middlesex Water worth $25.6K as of Q2 2026.
  • Salomon & Ludwin left its Middlesex Water share count unchanged in Q2 2026.
  • Middlesex Water made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #966 holding.
  • Salomon & Ludwin first reported a position in Middlesex Water in Q3 2025 and has held it in 4 quarters since.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.