TD Asset Management
MSEX icon

TD Asset Management’s Middlesex Water MSEX Stock Holding History

TD Asset Management’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 		$1.63M Hold
29,036
– – ﹤0.01% 1012
2026
Q1 		$1.51M Buy
29,036
+252
+0.9% +$13.3K ﹤0.01% 1024
2025
Q4 		$1.45M Buy
28,784
+1,698
+6% +$91.3K ﹤0.01% 1045
2025
Q3 		$1.47M Buy
27,086
+1,498
+6% +$80.1K ﹤0.01% 1025
2025
Q2 		$1.39M Hold
25,588
– – ﹤0.01% 1010
2025
Q1 		$1.64M Hold
25,588
– – ﹤0.01% 1007
2024
Q4 		$1.35M Buy
25,588
+5,460
+27% +$343K ﹤0.01% 1077
2024
Q3 		$1.3M Hold
20,128
– – ﹤0.01% 1145
2024
Q2 		$1.05M Buy
20,128
+4,684
+30% +$243K ﹤0.01% 1153
2024
Q1 		$811K Buy
+15,444
New +$854K ﹤0.01% 1215
2022
Q2 		– Sell
-10,962
Closed -$1.15M – 1493
2022
Q1 		$1.15M Sell
10,962
-16,018
-59% -$1.63M ﹤0.01% 1206
2021
Q4 		$3.25M Buy
26,980
+13,547
+101% +$1.44M ﹤0.01% 1002
2021
Q3 		$1.38M Sell
13,433
-2,970
-18% -$305K ﹤0.01% 1182
2021
Q2 		$1.67M Sell
16,403
-5,299
-24% -$439K ﹤0.01% 1143
2021
Q1 		$1.72M Buy
21,702
+893
+4% +$67.6K ﹤0.01% 1142
2020
Q4 		$1.51M Buy
20,809
+1,800
+9% +$124K ﹤0.01% 1097
2020
Q3 		$1.18M Hold
19,009
– – ﹤0.01% 1058
2020
Q2 		$1.28M Buy
19,009
+1,000
+6% +$63.3K ﹤0.01% 991
2020
Q1 		$1.08M Hold
18,009
– – ﹤0.01% 975
2019
Q4 		$1.15M Buy
18,009
+1,060
+6% +$67.2K ﹤0.01% 1059
2019
Q3 		$1.1M Buy
16,949
+4,366
+35% +$266K ﹤0.01% 1034
2019
Q2 		$746K Buy
12,583
+500
+4% +$29.1K ﹤0.01% 1106
2019
Q1 		$677K Sell
12,083
-1,800
-13% -$101K ﹤0.01% 1124
2018
Q4 		$741K Sell
13,883
-3,068
-18% -$151K ﹤0.01% 1132
2018
Q3 		$821K Buy
16,951
+6,200
+58% +$283K ﹤0.01% 1195
2018
Q2 		$453K Buy
10,751
+4,400
+69% +$182K ﹤0.01% 1281
2018
Q1 		$233K Buy
+6,351
New +$235K ﹤0.01% 1304

Other funds holding MSEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TD Asset Management's MSEX Position: Q2 2026 in Review

TD Asset Management held its Middlesex Water (MSEX) position steady in Q2 2026 at 29,036 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

TD Asset Management first reported a position in MSEX in Q1 2018 and has held it in 27 quarters since. The position peaked at $3.25M in Q4 2021. 178 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • TD Asset Management held 29,036 shares of Middlesex Water worth $1.63M as of Q2 2026.
  • TD Asset Management left its Middlesex Water share count unchanged in Q2 2026.
  • Middlesex Water made up ﹤0.01% of TD Asset Management's portfolio in Q2 2026, its #1012 holding.
  • TD Asset Management first reported a position in Middlesex Water in Q1 2018 and has held it in 27 quarters since.
  • TD Asset Management's Middlesex Water position peaked at $3.25M in Q4 2021.
  • 178 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.