Question 1

Who owns MSEX?

Accepted Answer

MIDDLESEX WTR CO (MSEX) is held by 109 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Question 2

Are institutions buying or selling MSEX?

Accepted Answer

In Q1 2026, 61 institutions opened or increased positions in MIDDLESEX WTR CO while 40 reduced or exited — a net buying quarter.

Question 3

What is the Smart Money Verdict on MSEX?

Accepted Answer

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for MIDDLESEX WTR CO.

Question 4

How many hedge funds hold MSEX?

Accepted Answer

109 institutional investors report holding MIDDLESEX WTR CO (MSEX) as of Q1 2026, based on SEC 13F filings.

Question 5

Is institutional money flowing into MSEX?

Accepted Answer

As of Q1 2026, tracked institutions in MIDDLESEX WTR CO show 61 buyers versus 40 sellers — net inflows.

Question 6

Are Congress members and hedge funds both buying MSEX?

Accepted Answer

Yes — in the latest quarter, 1 members of Congress and 61 institutional investors bought MIDDLESEX WTR CO. HoldingsIntel cross-checks STOCK Act disclosures against 13F filings to surface these overlaps.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	3M(-12.7%)	$157M	0.0%	+6.73%	0
Neuberger Berman Group LLC	Increased	1.5M(+1.7%)	$80.7M	0.1%	+5.75%	30
MORGAN STANLEY	Increased	1.1M(+3.9%)	$57.7M	0.0%	+8.81%	31
VAVANGUARD CAPITAL MANAGEMENT LLC	New	827,953	$43.1M	0.0%	-0.81%	40
STATE STREET CORP	Increased	744,062(+1.9%)	$38.7M	0.0%	-9.07%	30
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	488,067	$25.4M	0.0%	-0.81%	40
GEODE CAPITAL MANAGEMENT, LLC	Increased	469,917(+1.2%)	$24.5M	0.0%	-0.59%	29
Legal & General Group Plc	Increased	405,847(+4.5%)	$21.1M	0.0%	-12.37%	30
DIMENSIONAL FUND ADVISORS LP	Increased	345,761(+0.9%)	$18M	0.0%	-24.10%	28
Invesco Ltd.	Decreased	290,631(-5.5%)	$15.1M	0.0%	-18.72%	0
NORTHERN TRUST CORP	Decreased	198,096(-0.1%)	$10.3M	0.0%	+5.25%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	191,885(-9.0%)	$10M	0.0%	+1.83%	0
Bank of New York Mellon Corp	Decreased	177,618(-1.8%)	$9.2M	0.0%	-20.89%	0
RENAISSANCE TECHNOLOGIES LLC	Increased	147,013(+13.8%)	$7.7M	0.0%	-3.91%	31
FIRST MANHATTAN CO. LLC.	Decreased	143,889(-2.3%)	$7.5M	0.0%	+1.43%	0
GOLDMAN SACHS GROUP INC	Decreased	129,825(-18.4%)	$6.8M	0.0%	+2.86%	0
VFVANGUARD FIDUCIARY TRUST CO	New	118,968	$6.2M	0.0%	-0.81%	38
ProShare Advisors LLC	Decreased	118,700(-0.1%)	$6.2M	0.0%	-8.08%	0
PRINCIPAL FINANCIAL GROUP INC	Decreased	105,387(-29.3%)	$5.5M	0.0%	-27.74%	0
JANE STREET GROUP, LLC	New	86,742	$4.5M	0.0%	-0.81%	37

MIDDLESEX WTR CO

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