MIDDLESEX WATER CO - Common Stock (MSEX)

CUSIP: 596680108

Q4 2023 13F Holders as of 31 Dec 2023

Holder snapshot 7 signals
Share change
+296,129
Put/Call ratio
6.3%
SEC-reported price per share
$65.62
Number of holders
188
Value change
+$19,387,364
Number of buys
90
Open additional details 1 more signal available
Number of sells
74
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
18,554,981

Security key

596680108

Report period

Q4 2023

Institutions

188

Top holders

10

Ownership snapshot

Top reported holders of MSEX - MIDDLESEX WATER CO - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock Finance, Inc.
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
15/15
Latest evidence
30 Sep 2023
13F Lead comparable stake: 17% Showing 1-6 of 15 holder rows.

Quick read

BlackRock Finance, Inc. leads the comparable SEC ownership view at 17%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock Finance, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock Finance, Inc. 17%
VANGUARD GROUP INC 7.6%
FIRST TRUST ADVISORS LP 6.6%
Pictet Asset Management Holding SA 4.6%
STATE STREET CORP 3.7%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock Finance, Inc.
13F
Company
13F
17%
$213,415,964
3,221,373 shares
30 Sep 2023
VANGUARD GROUP INC
13F
Company
13F
7.6%
$93,176,982
1,406,445 shares
30 Sep 2023
FIRST TRUST ADVISORS LP
13F
Company
13F
6.6%
$81,669,845
1,232,752 shares
30 Sep 2023
Pictet Asset Management Holding SA
13F
Company
13F
4.6%
$56,184,836
848,073 shares
30 Sep 2023
STATE STREET CORP
13F
Company
13F
3.7%
$45,255,706
683,105 shares
30 Sep 2023
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
2.5%
$30,838,306
465,486 shares
30 Sep 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
188
Shares
13,003,143
Rows available
188
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
181
Q4 2023 holders
188
Holder diff
7
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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