Vanguard Capital Management
MSEX icon

Vanguard Capital Management’s Middlesex Water MSEX Stock Holding History

Vanguard Capital 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 		$45.1M Sell
802,323
-25,630
-3% -$1.35M ﹤0.01% 1994
2026
Q1 		$43.1M Buy
+827,953
New +$43.6M ﹤0.01% 1933

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management's MSEX Position: Q2 2026 in Review

Vanguard Capital Management reduced its Middlesex Water (MSEX) stake by 3.1% in Q2 2026, selling an estimated $1.35M and leaving 802,323 shares worth $45.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Vanguard Capital Management first reported a position in MSEX in Q1 2026 and has held it in 2 quarters since. 225 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Vanguard Capital Management held 802,323 shares of Middlesex Water worth $45.1M as of Q2 2026.
  • Vanguard Capital Management sold 25,630 Middlesex Water shares in Q2 2026, an estimated $1.35M.
  • Middlesex Water made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #1994 holding.
  • Vanguard Capital Management first reported a position in Middlesex Water in Q1 2026 and has held it in 2 quarters since.
  • 225 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.