MIDDLESEX WTR CO COM

MIDDLESEX WTR CO COM is a security (CUSIP 596680108) tracked across SEC portfolio filings. 226 institutional managers reported $685.3M on Form 13F as of 2026-06-30; 24 registered fund positions totaling $83.7M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 226 managers by value.

ManagerLocationValueShares
BlackRock, Inc.New York, NY$157.0M3,016,602
NEUBERGER BERMAN GROUP LLCNEW YORK, NY$80.7M1,549,906
VANGUARD GROUP INCValley Forge, PA$70.5M1,398,851
MORGAN STANLEYNEW YORK, NY$57.7M1,107,615
STATE STREET CORPBOSTON, MA$38.7M744,062
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$24.5M469,917
Legal & General Group PlcLondon, X0$21.1M405,847
DIMENSIONAL FUND ADVISORS LPAUSTIN, TX$18.0M345,761
Ledgewood Wealth Advisors, LLCEXETER, NH$14.3M254,016
TSP Capital Management Group, LLCSummit, NJ$11.9M211,037
NORTHERN TRUST CORPCHICAGO, IL$10.3M198,096
MIROVAParis, I0$10.2M196,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INCSAN FRANCISCO, CA$10.0M191,885
Thematics Asset ManagementPARIS, I0$9.3M171,000
Bank of New York Mellon CorpNEW YORK, NY$9.2M177,618

Top fund holders (N-PORT)

Showing 15 of 24 fund positions by value.

FundRegistrantValue% of fund
T. Rowe Price Small-Cap Value Fund, Inc.T. ROWE PRICE SMALL-CAP VALUE FUND, INC.$27.2M29.52%
T. Rowe Price Small-Cap Stock Fund, Inc.T. ROWE PRICE SMALL-CAP STOCK FUND, INC.$20.0M24.75%
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$10.8M1.33%
T. Rowe Price Institutional Small-Cap Stock FundT. Rowe Price Equity Funds, Inc.$10.5M24.31%
VANGUARD RUSSELL 2000 INDEX FUNDVANGUARD SCOTTSDALE FUNDS$4.9M2.82%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC$3.3M4.40%
Master Small Cap Index SeriesQuantitative Master Series LLC$1.6M3.28%
CRM SMALL CAP VALUE FUNDCRM Mutual Fund Trust$1.2M172.69%
The Gabelli Utilities FundGabelli Utilities Fund$796K4.50%
T. Rowe Price Spectrum Moderate Growth Allocation FundT. ROWE PRICE SPECTRUM FUNDS II, INC.$680K1.57%
Gabelli Utility TrustGabelli Utility Trust$645K22.12%
Fidelity Nasdaq Composite Index ETFFidelity Commonwealth Trust$552K0.51%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$550K0.09%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$481K0.16%
BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.$470K5.54%

More