# MIDDLESEX WTR CO COM

MIDDLESEX WTR CO COM is a security (CUSIP 596680108) tracked across SEC portfolio filings. 228 institutional managers reported $714.9M on Form 13F as of 2026-06-30; 24 registered fund positions totaling $83.7M via N-PORT as of 2026-05-31.

## Summary

- Issuer: MIDDLESEX WTR CO
- Class: COM
- CUSIP: 596680108
- Asset category: EC
- 13F holders: 228
- 13F value: $714.9M
- 13F period: 2026-06-30
- N-PORT fund positions: 24
- N-PORT value: $83.7M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 228 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BlackRock, Inc. | New York, NY | $176.0M | 3,134,461 |
| NEUBERGER BERMAN GROUP LLC | NEW YORK, NY | $80.7M | 1,549,906 |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $70.5M | 1,398,851 |
| MORGAN STANLEY | NEW YORK, NY | $57.7M | 1,107,615 |
| STATE STREET CORP | BOSTON, MA | $44.8M | 798,240 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $24.5M | 469,917 |
| Legal & General Group Plc | London, X0 | $21.1M | 405,847 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $18.0M | 345,761 |
| [Ledgewood Wealth Advisors, LLC](https://search.stillhousedata.com/firm/109049) | EXETER, NH | $14.3M | 254,016 |
| [TSP Capital Management Group, LLC](https://search.stillhousedata.com/firm/13188) | Summit, NJ | $11.9M | 211,037 |
| NORTHERN TRUST CORP | CHICAGO, IL | $10.3M | 198,096 |
| [MIROVA](https://search.stillhousedata.com/firm/317436) | Paris, I0 | $10.2M | 196,000 |
| Bank of New York Mellon Corp | NEW YORK, NY | $10.1M | 179,021 |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/106753) | SAN FRANCISCO, CA | $10.0M | 191,885 |
| Thematics Asset Management | PARIS, I0 | $9.3M | 171,000 |

## Top fund holders (N-PORT)

_Showing 15 of 24 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [T. Rowe Price Small-Cap Value Fund, Inc.](https://search.stillhousedata.com/fund/S000002121) | T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | $27.2M | 29.52% |
| [T. Rowe Price Small-Cap Stock Fund, Inc.](https://search.stillhousedata.com/fund/S000002120) | T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | $20.0M | 24.75% |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $10.8M | 1.33% |
| [T. Rowe Price Institutional Small-Cap Stock Fund](https://search.stillhousedata.com/fund/S000002094) | T. Rowe Price Equity Funds, Inc. | $10.5M | 24.31% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $4.9M | 2.82% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $3.3M | 4.40% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $1.6M | 3.28% |
| [CRM SMALL CAP VALUE FUND](https://search.stillhousedata.com/fund/S000001323) | CRM Mutual Fund Trust | $1.2M | 172.69% |
| [The Gabelli Utilities Fund](https://search.stillhousedata.com/fund/S000001075) | Gabelli Utilities Fund | $796K | 4.50% |
| [T. Rowe Price Spectrum Moderate Growth Allocation Fund](https://search.stillhousedata.com/fund/S000002138) | T. ROWE PRICE SPECTRUM FUNDS II, INC. | $680K | 1.57% |
| Gabelli Utility Trust | Gabelli Utility Trust | $645K | 22.12% |
| [Fidelity Nasdaq Composite Index ETF](https://search.stillhousedata.com/fund/S000006011) | Fidelity Commonwealth Trust | $552K | 0.51% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $550K | 0.09% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $481K | 0.16% |
| [BNY Mellon Smallcap Stock Index Fund](https://search.stillhousedata.com/fund/S000000132) | BNY MELLON INDEX FUNDS, INC. | $470K | 5.54% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/596680108.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.