MSEX · NASDAQ · Regulated Water

Middlesex Water (MSEX)

A dual-state regulated water utility founded in 1897, serving customers across New Jersey and Delaware.

$54.93
vs last close−0.30 (−0.55%)

13F · 13D/G · Form 4

Institutions84.34%15.89M shares
231 holders · as of Jun 30, 2026
Insiders1.58%298.0K shares
18 holders · as of Aug 12, 2026
Other14.08%2.65M shares
remainder

18.84M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
16.63%3.13Mas of Jun 30, 2026
T. Rowe Price Investment Management, Inc.Institution
9.27%1.75Mas of Jun 30, 2026
Neuberger Berman Group LLCInstitution
8.51%1.60Mas of Jun 30, 2026
T. Rowe Price Associates, Inc.Institution
8.01%1.51Mfiled Feb 14, 2022
Morgan StanleyInstitution
5.85%1.10Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.26%802,323as of Jun 30, 2026
State Street CorpInstitution
4.24%798,240as of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
2.73%513,809as of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.66%500,555as of Jun 30, 2026
Legal & General Group PLCInstitution
2.32%437,504as of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
1.85%348,430as of Jun 30, 2026
Invesco Ltd.Institution
1.49%280,212as of Jun 30, 2026
Ledgewood Wealth Advisors, LLCInstitution
1.35%254,016as of Jun 30, 2026
Joshua BershadInsiderdirector
1.20%225,365filed Aug 12, 2026
Northern Trust CorpInstitution
1.18%222,747as of Jun 30, 2026
TSP Capital Management Group, LLCInstitution
1.12%211,037as of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
1.03%193,653as of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
1.03%193,653as of Jun 30, 2026
Bank of New York Mellon CorpInstitution
0.95%179,021as of Jun 30, 2026
Zimmer Partners, LPInstitution
0.94%176,903as of Jun 30, 2026
Two Sigma Investments, LPInstitution
0.87%163,002as of Jun 30, 2026
MirovaInstitution
0.84%159,067as of Jun 30, 2026
First Manhattan Co. LLC.Institution
0.75%141,624as of Jun 30, 2026
Proshare Advisors LLCInstitution
0.70%131,066as of Jun 30, 2026
Jupiter Topco LLCInstitution
0.69%129,345as of Jun 30, 2026

13F, as of Jun 30, 2026

231 holders · 15.89M shares · 32 new positions · 124 increased · 53 reduced · 26 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.3.13M16.63%+117.9KAug 7, 2026
T. Rowe Price Investment Management, Inc.1.75M9.27%+4.5KAug 14, 2026
Neuberger Berman Group LLC1.60M8.51%+54.2KAug 13, 2026
Morgan Stanley1.10M5.85%−5.9KAug 13, 2026
Vanguard Capital Management LLC802.3K4.26%−25.6KAug 13, 2026
State Street Corp798.2K4.24%+54.2KAug 7, 2026
Vanguard Portfolio Management LLC513.8K2.73%+25.7KAug 13, 2026
Geode Capital Management, LLC500.6K2.66%+30.6KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
BlackRock, Inc.16.10%2.98M13GApr 24, 2026
T. Rowe Price Investment Management, Inc.9.10%1.64M13GNov 14, 2025
Neuberger Berman Group LLC5.60%1.01M13GOct 14, 2025
Vanguard Capital Management5.18%961.1K13GApr 30, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 7, 2026
Lorrie Beth Ginegawofficer: VP, Human Resources
Sale615$57.613,978
Mar 4, 2026
Walter G. Reinharddirector
Sale300$55.216,051
Feb 27, 2026
Robert N. Hoglunddirector
Purchase2,000$54.312,000
Feb 25, 2026
Robert John Capkoofficer: PAO & Controller
Sale134$54.040
Nov 18, 2025
Lorrie Beth Ginegawofficer: VP-HR
Sale650$50.923,709

House and Senate disclosures

Not reported.