MIDDLESEX WATER CO (MSEX) — Institutional Holders, Q2 2026 (page 3)
228 institutional investment managers reported a MSEX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $880.4M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 228. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MSEX 13F holders ranked 201–228 of 228
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | BROWN BROTHERS HARRIMAN#201 · 42 sh | 42 | $2.4K | 0.00% | 0.0% |
| 202 | VSM Wealth Advisory#202 · 35 sh | 35 | $2.0K | <0.01% | 0.0% |
| 203 | Quarry#203 · 33 sh | 33 | $1.9K | <0.01% | 0.0% |
| 204 | Parkside Financial Bank#204 · 24 sh | 24 | $1.3K | 0.00% | +100.0% |
| 205 | Anchor Investment Management#205 · 21 sh | 21 | $1.2K | <0.01% | New |
| 206 | Institute for Wealth Management#206 · 16 sh | 16 | $917.00 | <0.01% | New |
| 207 | Private Wealth Management Group#207 · 16 sh | 16 | $899.00 | — | -5.9% |
| 208 | Clearstead Advisors#208 · 13 sh | 13 | $731.00 | 0.00% | New |
| 209 | Aster Capital Management (DIFC) Ltd#209 · 13 sh | 13 | $730.00 | <0.01% | New |
| 210 | FARMERS & MERCHANTS INVESTMENTS#210 · 12 sh | 12 | $674.00 | — | 0.0% |
| 211 | Plante Moran Financial Advisors#211 · 10 sh | 10 | $562.00 | 0.00% | New |
| 212 | Cornerstone Planning Group#212 · 9 sh | 9 | $509.00 | — | New |
| 213 | ASSETMARK#213 · 7 sh | 7 | $393.00 | — | 0.0% |
| 214 | Ankerstar Wealth#214 · 7 sh | 7 | $393.00 | <0.01% | 0.0% |
| 215 | JFS WEALTH ADVISORS#215 · 6 sh | 6 | $337.00 | 0.00% | New |
| 216 | Investors Portfolio Services#216 · 6 sh | 6 | $337.00 | <0.01% | New |
| 217 | TFC Financial Management#217 · 5 sh | 5 | $294.00 | — | 0.0% |
| 218 | Hughes Financial Services#218 · 4 sh | 4 | $225.00 | 0.00% | +300.0% |
| 219 | Quaker Wealth Management#219 · 3 sh | 3 | $169.00 | — | 0.0% |
| 220 | Cedar Mountain Advisors#220 · 3 sh | 3 | $168.00 | — | New |
| 221 | Abound Wealth Management#221 · 2 sh | 2 | $113.00 | — | 0.0% |
| 222 | GILPIN WEALTH MANAGEMENT#222 · 2 sh | 2 | $113.00 | — | -71.4% |
| 223 | Davis Capital Management#223 · 1 sh | 1 | $56.00 | — | New |
| 224 | SBI Securities , Ltd.#224 · 1 sh | 1 | $56.00 | — | 0.0% |
| 225 | Keating Financial Advisory Services#225 · 1 sh | 1 | $56.00 | 0.00% | New |
| 226 | Evolution Advisers#226 · 2 sh | 2 | $0.00 | 0.00% | New |
| 227 | Covestor Ltd#227 · 6 sh | 6 | $0.00 | 0.00% | +200.0% |
| 228 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#228 · 21,681 sh | 21,681 | — | — | +32.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.