State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s Middlesex Water MSEX Stock Holding History

State of Wisconsin Investment Board’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 		– Sell
-8,304
Closed -$419K – 2569
2025
Q4 		$419K Sell
8,304
-518
-6% -$27.9K ﹤0.01% 2032
2025
Q3 		$477K Sell
8,822
-653
-7% -$34.9K ﹤0.01% 1921
2025
Q2 		$513K Sell
9,475
-2,170
-19% -$128K ﹤0.01% 1852
2025
Q1 		$746K Buy
11,645
+17
+0.1% +$924 ﹤0.01% 1598
2024
Q4 		$612K Sell
11,628
-238
-2% -$14.9K ﹤0.01% 1715
2024
Q3 		$774K Hold
11,866
– – ﹤0.01% 1669
2024
Q2 		$620K Sell
11,866
-1,211
-9% -$62.9K ﹤0.01% 1722
2024
Q1 		$687K Buy
13,077
+7,395
+130% +$409K ﹤0.01% 1574
2023
Q4 		$373K Buy
+5,682
New +$374K ﹤0.01% 1923
2023
Q3 		– Sell
-39,909
Closed -$3.22M – 2569
2023
Q2 		$3.22M Buy
39,909
+11,275
+39% +$883K 0.01% 1154
2023
Q1 		$2.24M Buy
28,634
+18,239
+175% +$1.47M 0.01% 1266
2022
Q4 		$818K Sell
10,395
-1,077
-9% -$93.5K ﹤0.01% 1608
2022
Q3 		$886K Buy
11,472
+7,252
+172% +$649K ﹤0.01% 1598
2022
Q2 		$370K Sell
4,220
-61,563
-94% -$5.52M ﹤0.01% 2227
2022
Q1 		$6.92M Sell
65,783
-3,400
-5% -$347K 0.01% 987
2021
Q4 		$8.32M Hold
69,183
– – 0.02% 859
2021
Q3 		$7.11M Sell
69,183
-21,000
-23% -$2.15M 0.01% 912
2021
Q2 		$7.37M Hold
90,183
– – 0.02% 904
2021
Q1 		$7.13M Sell
90,183
-400
-0.4% -$30.3K 0.02% 889
2020
Q4 		$6.57M Sell
90,583
-11,300
-11% -$781K 0.02% 883
2020
Q3 		$6.33M Buy
101,883
+51,900
+104% +$3.37M 0.02% 851
2020
Q2 		$3.36M Buy
49,983
+300
+0.6% +$19K 0.01% 1002
2020
Q1 		$2.99M Buy
49,683
+24,800
+100% +$1.57M 0.01% 961
2019
Q4 		$1.58M Buy
+24,883
New +$1.58M ﹤0.01% 1165

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

State of Wisconsin Investment Board's MSEX Position: Q1 2026 in Review

State of Wisconsin Investment Board sold out of Middlesex Water (MSEX) in Q1 2026, closing a stake of 8,304 shares — an estimated $419K sold.

State of Wisconsin Investment Board first reported a position in MSEX in Q4 2019 and held it in 24 quarters. The position peaked at $8.32M in Q4 2021. 220 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • State of Wisconsin Investment Board reported no remaining Middlesex Water position as of Q1 2026 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 8,304 Middlesex Water shares in Q1 2026, an estimated $419K.
  • State of Wisconsin Investment Board first reported a position in Middlesex Water in Q4 2019 and held it in 24 quarters.
  • State of Wisconsin Investment Board's Middlesex Water position peaked at $8.32M in Q4 2021.
  • 220 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.