Stifel Financial
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Stifel Financial’s Middlesex Water MSEX Stock Holding History

Stifel 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
2025
Q4 		– Sell
-5,215
Closed -$282K – 3652
2025
Q3 		$282K Buy
5,215
+698
+15% +$37.3K ﹤0.01% 3152
2025
Q2 		$245K Buy
4,517
+5
+0.1% +$296 ﹤0.01% 3159
2025
Q1 		$289K Buy
4,512
+71
+2% +$3.86K ﹤0.01% 2991
2024
Q4 		$234K Buy
4,441
+13
+0.3% +$816 ﹤0.01% 3098
2024
Q3 		$289K Hold
4,428
– – ﹤0.01% 2981
2024
Q2 		$231K Sell
4,428
-39
-0.9% -$2.02K ﹤0.01% 3041
2024
Q1 		$235K Sell
4,467
-64
-1% -$3.54K ﹤0.01% 3029
2023
Q4 		$297K Buy
4,531
+131
+3% +$8.63K ﹤0.01% 2852
2023
Q3 		$291K Sell
4,400
-249
-5% -$19.2K ﹤0.01% 2807
2023
Q2 		$375K Hold
4,649
– – ﹤0.01% 2701
2023
Q1 		$363K Sell
4,649
-150
-3% -$12.1K ﹤0.01% 2690
2022
Q4 		$378K Buy
4,799
+147
+3% +$12.8K ﹤0.01% 2629
2022
Q3 		$359K Sell
4,652
-18
-0.4% -$1.61K ﹤0.01% 2630
2022
Q2 		$409K Hold
4,670
– – ﹤0.01% 2582
2022
Q1 		$491K Sell
4,670
-200
-4% -$20.4K ﹤0.01% 2592
2021
Q4 		$586K Hold
4,870
– – ﹤0.01% 2509
2021
Q3 		$501K Buy
4,870
+29
+0.6% +$2.98K ﹤0.01% 2574
2021
Q2 		$396K Hold
4,841
– – ﹤0.01% 2721
2021
Q1 		$383K Hold
4,841
– – ﹤0.01% 2646
2020
Q4 		$351K Hold
4,841
– – ﹤0.01% 2523
2020
Q3 		$301K Sell
4,841
-212
-4% -$13.7K ﹤0.01% 2402
2020
Q2 		$339K Buy
+5,053
New +$320K ﹤0.01% 2271

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial's MSEX Position: Q4 2025 in Review

Stifel Financial sold out of Middlesex Water (MSEX) in Q4 2025, closing a stake of 5,215 shares — an estimated $282K sold.

Stifel Financial first reported a position in MSEX in Q2 2020 and held it in 22 quarters. The position peaked at $586K in Q4 2021. 201 funds tracked by Wall St. Rank hold MSEX as of Q4 2025.

  • Stifel Financial reported no remaining Middlesex Water position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 5,215 Middlesex Water shares in Q4 2025, an estimated $282K.
  • Stifel Financial first reported a position in Middlesex Water in Q2 2020 and held it in 22 quarters.
  • Stifel Financial's Middlesex Water position peaked at $586K in Q4 2021.
  • 201 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.