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Tortoise Investment Management’s Middlesex Water MSEX Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-23
Closed -$1.25K – 973
2025
Q3 		$1.25K Buy
+23
New +$1.23K ﹤0.01% 991

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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 $3.38T AUM 44.17% 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

Tortoise Investment Management's MSEX Position: Q4 2025 in Review

Tortoise Investment Management sold out of Middlesex Water (MSEX) in Q4 2025, closing a stake of 23 shares — an estimated $1.25K sold.

Tortoise Investment Management first reported a position in MSEX in Q3 2025 and held it in 1 quarter. The position peaked at $1.25K in Q3 2025. 201 funds tracked by Wall St. Rank hold MSEX as of Q4 2025.

  • Tortoise Investment Management reported no remaining Middlesex Water position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 23 Middlesex Water shares in Q4 2025, an estimated $1.25K.
  • Tortoise Investment Management first reported a position in Middlesex Water in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Middlesex Water position peaked at $1.25K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.