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MSEXMSEX
Showing 8 of 31 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in Middlesex Wtr Co

Yes. Charles Schwab Investment Management holds 193,653 shares of MSEX (Middlesex Water), worth $10.9M, as of its Q2 2026 13F filing. It increased the position by 1,768 shares (+0.9%) from Q1 2026. Charles Schwab Investment Management has held MSEX in every 13F on record since Q4 2018, 31 quarterly filings.

Current Value

$10.9M

Current Shares

193,653

Total Value Change

-$37,860

Total Shares Change

+26,372

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
193,653
+0.9%
$10.9M0.0%$55.82
28
2026-Q1
Decreased
191,885
-9.0%
$10M0.0%$51.37
0
2025-Q4
Increased
210,787
+3.0%
$10.6M0.0%$49.44
29
2025-Q3
Increased
204,706
+12.6%
$11.1M0.0%$52.70
31
2025-Q2
Increased
181,853
+7.6%
$9.9M0.0%$52.42
30
2025-Q1
Decreased
169,014
-2.0%
$10.8M0.0%$61.64
0
2024-Q4
Increased
172,472
+3.1%
$9.1M0.0%$50.27
28
2024-Q3
Increased
167,281
+4.3%
$10.9M0.0%$61.99
29

Other major holders of MSEX: BlackRock, Inc., BlackRock Finance, Inc.

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