ETF Holdings Breakdown of MSEX

MSEX institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-09-25	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	15,591	USD 825,855
2025-09-25	IE00B1TXK627 (iShares Global Water UCITS)	250,348	USD 13,260,934
2025-09-25	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	2,991	USD 158,433
2025-09-25	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	257	USD 13,613
Total =		269,187	USD 14,258,835

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with MSEX

XTX Topco Ltd Acquires Shares of 12,364 Middlesex Water Company (NASDAQ:MSEX)

XTX Topco Ltd acquired a new stake in Middlesex Water Company (NASDAQ:MSEX – Free Report) in the 1st quarter, HoldingsChannel.com reports. The institutional investor acquired 12,364 shares of the utilities provider’s stock, valued at approximately $793,000. Several other large investors also recently added to or reduced their stakes in the stock. GAMMA Investing LLC lifted […] - 2025-08-04 04:16:49

Louisiana State Employees Retirement System Sells 200 Shares of Middlesex Water Company (NASDAQ:MSEX)

Louisiana State Employees Retirement System cut its holdings in Middlesex Water Company (NASDAQ:MSEX – Free Report) by 2.3% in the 1st quarter, Holdings Channel reports. The institutional investor owned 8,400 shares of the utilities provider’s stock after selling 200 shares during the period. Louisiana State Employees Retirement System’s holdings in Middlesex Water were worth $538,000 […] - 2025-07-21 05:18:52

Deutsche Bank AG Boosts Holdings in Middlesex Water (NASDAQ:MSEX)

Deutsche Bank AG grew its position in Middlesex Water (NASDAQ:MSEX – Free Report) by 42.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,214 shares of the utilities provider’s stock after buying an additional 5,140 shares during the period. […] - 2025-05-27 04:34:50

StockNews.com Upgrades Middlesex Water (NASDAQ:MSEX) to Hold

Middlesex Water (NASDAQ:MSEX – Get Free Report) was upgraded by equities researchers at StockNews.com from a “sell” rating to a “hold” rating in a research note issued on Wednesday. Several other research analysts have also recently weighed in on MSEX. Janney Montgomery Scott upgraded Middlesex Water from a “neutral” rating to a “buy” rating and […] - 2025-05-16 02:23:06

Janney Montgomery Scott Upgrades Middlesex Water (NASDAQ:MSEX) to Buy

Middlesex Water (NASDAQ:MSEX – Get Free Report) was upgraded by equities researchers at Janney Montgomery Scott from a “neutral” rating to a “buy” rating in a research report issued to clients and investors on Monday, Marketbeat.com reports. The brokerage currently has a $66.00 target price on the utilities provider’s stock. Janney Montgomery Scott’s price target […] - 2025-05-14 02:56:48

Ex-Dividend Reminder: TJX Companies, Thomson Reuters and Middlesex Water

Looking at the universe of stocks we cover at Dividend Channel, on 5/15/25, TJX Companies (Symbol: TJX), Thomson Reuters Corp (Symbol: TRI), and Middlesex Water Co. (Symbol: MSEX) will all trade ex-dividend for their respective upcoming dividends. TJX Companies will pay its quar - 2025-05-13 12:47:50

Voya Investment Management LLC Reduces Position in Middlesex Water (NASDAQ:MSEX)

Voya Investment Management LLC cut its position in shares of Middlesex Water (NASDAQ:MSEX – Free Report) by 7.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 5,611 shares of the utilities provider’s stock after selling 425 shares during the period. Voya […] - 2025-05-13 05:20:56

Bank of Montreal Can Grows Stock Holdings in Middlesex Water (NASDAQ:MSEX)

Bank of Montreal Can lifted its holdings in shares of Middlesex Water (NASDAQ:MSEX – Free Report) by 3.5% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 7,474 shares of the utilities provider’s stock after acquiring an additional 250 shares during the period. Bank of Montreal Can’s holdings […] - 2025-04-23 04:57:01

Middlesex Water (NASDAQ:MSEX) Shares Acquired by LPL Financial LLC

LPL Financial LLC raised its stake in shares of Middlesex Water (NASDAQ:MSEX – Free Report) by 19.6% in the 4th quarter, Holdings Channel reports. The fund owned 26,921 shares of the utilities provider’s stock after acquiring an additional 4,415 shares during the quarter. LPL Financial LLC’s holdings in Middlesex Water were worth $1,417,000 as of […] - 2025-04-18 05:26:53

Legal & General Group Plc Reduces Holdings in Middlesex Water (NASDAQ:MSEX)

Legal & General Group Plc reduced its stake in Middlesex Water (NASDAQ:MSEX – Free Report) by 1.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 195,836 shares of the utilities provider’s stock after selling 3,305 shares during the period. Legal & General Group Plc’s holdings in Middlesex Water were worth $10,307,000 at the […] - 2025-04-17 06:08:52

MSEX Crosses Above Average Analyst Target

In recent trading, shares of Middlesex Water Co. (Symbol: MSEX) have crossed above the average analyst 12-month target price of $61.00, changing hands for $61.63/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on - 2025-04-11 09:16:19

Corebridge Financial Inc. Sells 735 Shares of Middlesex Water (NASDAQ:MSEX)

Corebridge Financial Inc. lowered its stake in shares of Middlesex Water (NASDAQ:MSEX – Free Report) by 7.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,411 shares of the utilities provider’s stock after selling 735 shares during the period. […] - 2025-04-09 04:38:47

Company News for Apr 8, 2025

Companies in The News Are: NVDA, TSLA, MSEX, VTMX - 2025-04-08 10:17:00

Janney Montgomery Scott Reiterates Neutral Rating for Middlesex Water (NASDAQ:MSEX)

Janney Montgomery Scott reiterated their neutral rating on shares of Middlesex Water (NASDAQ:MSEX – Free Report) in a research note released on Friday, Marketbeat.com reports. Other equities research analysts also recently issued reports about the company. Bank of America started coverage on Middlesex Water in a research report on Wednesday, December 11th. They set an […] - 2025-04-07 02:38:48

Corient Private Wealth LLC Sells 3,648 Shares of Middlesex Water (NASDAQ:MSEX)

Corient Private Wealth LLC trimmed its holdings in shares of Middlesex Water (NASDAQ:MSEX – Free Report) by 15.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 19,942 shares of the utilities provider’s stock after selling 3,648 shares during the quarter. Corient Private […] - 2025-03-27 06:11:08

Proficio Capital Partners LLC Purchases Shares of 30,315 Middlesex Water (NASDAQ:MSEX)

Proficio Capital Partners LLC acquired a new position in Middlesex Water (NASDAQ:MSEX – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 30,315 shares of the utilities provider’s stock, valued at approximately $1,595,000. Other institutional investors also recently modified their holdings of the […] - 2025-03-20 07:08:59

Middlesex Water (NASDAQ:MSEX) Upgraded to Hold at StockNews.com

Middlesex Water (NASDAQ:MSEX – Get Free Report) was upgraded by stock analysts at StockNews.com from a “sell” rating to a “hold” rating in a report released on Wednesday. Other research analysts have also recently issued research reports about the stock. Baird R W raised shares of Middlesex Water from a “hold” rating to a “strong-buy” […] - 2025-03-19 04:12:48

Middlesex Water (NASDAQ:MSEX) Shares Purchased by Daiwa Securities Group Inc.

Daiwa Securities Group Inc. lifted its position in Middlesex Water (NASDAQ:MSEX – Free Report) by 16.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,313 shares of the utilities provider’s stock after acquiring an additional 1,186 shares during the period. […] - 2025-03-17 06:06:53

Middlesex Water (NASDAQ:MSEX) Downgraded to “Sell” Rating by StockNews.com

StockNews.com downgraded shares of Middlesex Water (NASDAQ:MSEX – Free Report) from a hold rating to a sell rating in a research report sent to investors on Tuesday morning. A number of other research firms have also recently weighed in on MSEX. Baird R W raised Middlesex Water from a “hold” rating to a “strong-buy” rating […] - 2025-03-12 04:43:00

Middlesex Water Reaches Analyst Target Price

In recent trading, shares of Middlesex Water Co. (Symbol: MSEX) have crossed above the average analyst 12-month target price of $61.00, changing hands for $61.09/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on - 2025-03-07 09:59:09

Proficio Capital Partners LLC Buys New Holdings in Middlesex Water (NASDAQ:MSEX)

Proficio Capital Partners LLC purchased a new position in Middlesex Water (NASDAQ:MSEX – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 30,315 shares of the utilities provider’s stock, valued at approximately $1,595,000. Proficio Capital Partners LLC owned 0.17% of Middlesex Water at […] - 2025-03-07 07:26:52

Middlesex Water (NASDAQ:MSEX) Stock Rating Upgraded by Baird R W

Baird R W upgraded shares of Middlesex Water (NASDAQ:MSEX – Free Report) from a hold rating to a strong-buy rating in a research report sent to investors on Monday,Zacks.com reports. Other equities analysts have also recently issued research reports about the company. Robert W. Baird upgraded Middlesex Water from a “neutral” rating to an “outperform” […] - 2025-03-06 06:56:11

Illinois Municipal Retirement Fund Has $553,000 Stock Position in Middlesex Water (NASDAQ:MSEX)

Illinois Municipal Retirement Fund grew its stake in shares of Middlesex Water (NASDAQ:MSEX – Free Report) by 10.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 10,513 shares of the utilities provider’s stock after buying an additional 1,009 shares during the quarter. Illinois Municipal […] - 2025-03-05 08:41:41

Middlesex Water (NASDAQ:MSEX) Shares Gap Up on Better-Than-Expected Earnings

Middlesex Water (NASDAQ:MSEX – Get Free Report)’s share price gapped up prior to trading on Monday following a stronger than expected earnings report. The stock had previously closed at $50.13, but opened at $53.20. Middlesex Water shares last traded at $56.20, with a volume of 56,587 shares. The utilities provider reported $0.49 earnings per share […] - 2025-03-05 04:09:07

Middlesex Water (NASDAQ:MSEX) Upgraded to Hold at StockNews.com

StockNews.com upgraded shares of Middlesex Water (NASDAQ:MSEX – Free Report) from a sell rating to a hold rating in a research note published on Monday morning. MSEX has been the subject of several other reports. Robert W. Baird upgraded Middlesex Water from a “neutral” rating to an “outperform” rating and set a $61.00 price target […] - 2025-03-04 04:58:50

Why Middlesex Water Stock Exploded Higher on Monday

Investors in New Jersey water utility stock Middlesex Water (NASDAQ: MSEX) woke up to some dramatically good news on Monday morning: a 12.8% gain in share price (through 10:25 a.m. ET) after earnings came out over the weekend. - 2025-03-03 14:43:33

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