Middlesex Water CO MSEX

Institutional shares held 14.1 Million

5.8K calls

1K puts

Total value of holdings $894M

$368K calls

$63K puts

Market Cap $1.12B

17,638,600 Shares Out.

Institutional ownership 79.88%

# of Institutions 222

We take great care to ensure that the data presented and summarized in this overview for MIDDLESEX WATER CO is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.

Quarterly Institutional Activity in MSEX

Shares Bought

Shares Sold

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Top Institutions Holding MSEX

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Latest Institutional Activity in MSEX

Top Purchases

Q1 2025

Gamma Investing LLC Shares Held: 139K ($8.83M)

137K Shares purchased

6702.01% Added

Q4 2024

T. Rowe Price Investment Management, Inc. Shares Held: 1.47M ($93.4M)

127K Shares purchased

9.42% Added

Q4 2024

Principal Financial Group Inc Shares Held: 86.6K ($5.5M)

86.6K Shares purchased

New Holding

Q4 2024

Jane Street Group, LLC Shares Held: 91.5K ($5.81M)

80.8K Shares purchased

751.36% Added

Q4 2024

Jpmorgan Chase & CO Shares Held: 92.6K ($5.88M)

60.3K Shares purchased

187.25% Added

View All Buyers

Top Sells

Q1 2025

Rhumbline Advisers Shares Held: 51.8K ($3.29M)

2.52K Shares sold

4.65% Reduced

Q1 2025

Massmutual Trust CO Fsb Shares Held: 314 ($19.9K)

68 Shares sold

17.8% Reduced

Q1 2025

Parallel Advisors, LLC Shares Held: 23 ($1.46K)

58 Shares sold

71.6% Reduced

Q1 2025

Rothschild Investment LLC Shares Held: 10 ($635)

15 Shares sold

60.0% Reduced

Q4 2024

First Trust Advisors LP Shares Held: 390K ($24.8M)

703K Shares sold

64.3% Reduced

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About MSEX

Middlesex Water Company owns and operates regulated water utility and wastewater systems. It operates in two segments, Regulated and Non-Regulated. The Regulated segment collects, treats, and distributes water on a retail and wholesale basis to residential, commercial, industrial, and fire protection customers, as well as provides regulated wastewater systems in New Jersey and Delaware. The Non-Regulated segment provides non-regulated contract services for the operation and maintenance of municipal and private water and wastewater systems in New Jersey and Delaware. The company was incorporated in 1896 and is headquartered in Iselin, New Jersey.

Insider Transactions at MSEX

Insider Transaction List

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Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Apr 01 2025	Robert K Fullagar President-NJ Operations	BUY Payment of exercise price or tax liability	Direct	304 +25.19%	$19,456 $64.1 P/Share
Apr 01 2025	Robert K Fullagar President-NJ Operations	SELL Other acquisition or disposition	Direct	687 -11.69%	$43,968 $64.1 P/Share
Apr 01 2025	Robert K Fullagar President-NJ Operations	BUY Grant, award, or other acquisition	Direct	1,404 +19.28%	$89,856 $64.1 P/Share
Apr 01 2025	Robert John Capko PAO & Controller	BUY Payment of exercise price or tax liability	Direct	134 +50.0%	$8,576 $64.1 P/Share
Apr 01 2025	Robert John Capko PAO & Controller	SELL Other acquisition or disposition	Direct	211 -9.71%	$13,504 $64.1 P/Share
Apr 01 2025	Robert John Capko PAO & Controller	BUY Grant, award, or other acquisition	Direct	889 +29.03%	$56,896 $64.1 P/Share
Apr 01 2025	Jay L Kooper VP, Gen. Counsel & Secretary	BUY Payment of exercise price or tax liability	Direct	369 +41.14%	$23,616 $64.1 P/Share
Apr 01 2025	Jay L Kooper VP, Gen. Counsel & Secretary	SELL Other acquisition or disposition	Direct	832 -14.64%	$53,248 $64.1 P/Share
Apr 01 2025	Jay L Kooper VP, Gen. Counsel & Secretary	BUY Grant, award, or other acquisition	Direct	1,607 +22.04%	$102,848 $64.1 P/Share
Apr 01 2025	Georgia M Simpson VP-IT	BUY Payment of exercise price or tax liability	Direct	310 +30.13%	$19,840 $64.1 P/Share
Apr 01 2025	Georgia M Simpson VP-IT	SELL Other acquisition or disposition	Direct	702 -14.37%	$44,928 $64.1 P/Share
Apr 01 2025	Georgia M Simpson VP-IT	BUY Grant, award, or other acquisition	Direct	1,123 +18.69%	$71,872 $64.1 P/Share
Apr 01 2025	Lorrie Beth Ginegaw VP, Human Resources	BUY Payment of exercise price or tax liability	Direct	418 +8.75%	$26,752 $64.1 P/Share
Apr 01 2025	Lorrie Beth Ginegaw VP, Human Resources	SELL Other acquisition or disposition	Direct	943 -18.22%	$60,352 $64.1 P/Share
Apr 01 2025	Lorrie Beth Ginegaw VP, Human Resources	BUY Grant, award, or other acquisition	Direct	1,014 +16.38%	$64,896 $64.1 P/Share
Apr 01 2025	Nadine Duchemin Leslie President, CEO	BUY Grant, award, or other acquisition	Direct	6,677 +50.0%	$427,328 $64.1 P/Share
Apr 01 2025	Mohammed G. Zerhouni SVP, CFO and Treasurer	BUY Grant, award, or other acquisition	Direct	3,120 +50.0%	$199,680 $64.1 P/Share
Apr 01 2025	Ann L. Noble Director	BUY Grant, award, or other acquisition	Direct	702 +50.0%	$44,928 $64.1 P/Share
Apr 01 2025	Walter G Reinhard Director	BUY Grant, award, or other acquisition	Direct	702 +50.0%	$44,928 $64.1 P/Share
Apr 01 2025	Amy B. Mansue Director	BUY Grant, award, or other acquisition	Direct	702 +50.0%	$44,928 $64.1 P/Share

View All Transactions

Last 12 Months Summary

Buy / Acquisition

41.2K Shares

From 25 Insiders

Grant, award, or other acquisition	31.3K shares
Payment of exercise price or tax liability	9.9K shares

Sell / Disposition

28.9K Shares

From 14 Insiders

Payment of exercise price or tax liability	4.01K shares
Other acquisition or disposition	19K shares
Open market or private sale	5.87K shares

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Middlesex Water CO MSEX

Quarterly Institutional Activity in MSEX

Top Institutions Holding MSEX

Latest Institutional Activity in MSEX

Top Purchases

Top Sells

About MSEX

Insider Transactions at MSEX

Insider Transaction List

Last 12 Months Summary

Track Institutional and Insider Activities on MSEX

Institutional Portfolio Updates

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