Middlesex Water Co

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Middlesex Water Co
TickerMSEX
CIK #0000066004
CUSIP596680108
SectorEnergy & Transportation - Water Supply
Address1500 Ronson Rd PO Box 1500, Iselin, NJ 08830
Source [EDGAR]
CIK Filing 2011 - 2026
[0000066004] 10-K
[0000066004] 10-Q
[0000066004] 3
[0000066004] 4
[0000066004] 8-K
[0000066004] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC Middlesex Water Co [2026-04-30] 0.0
Neuberger Berman Group LLC Middlesex Water Co [2025-10-14] 0.0
T Rowe Price Investment Management Inc Middlesex Water Co [2024-11-14] 7.5
First Trust Portfolios LP Middlesex Water Co [2024-10-25] 6.96
First Trust Portfolios LP Middlesex Water Co [2024-01-12] 7.75
State Street Corp Middlesex Water Co [2022-05-10] 10.24
Price T Rowe Associates Inc /MD/ Middlesex Water Co [2019-02-14] 6.5
Vanguard Group Inc Middlesex Water Co [2018-02-09] 5.67
Form 3/4/5 Filer 2011 - 2026
Kaplan Tatyana
Middlesex Water Co
Capko Robert John
Fullagar Robert K
Ginegaw Lorrie Beth
Kooper Jay L
Simpson Georgia M
Sorensen Gregory S
Duchemin-Leslie Nadine
Zerhouni Mohammed G
Reinhard Walter G
Noble Ann L
McKoy Vaughn L
Mansue Amy B
Klein Steven M
Hoglund Robert N
Hanemann Kim C
Cosgrove James F Jr
Bershad Joshua
Doll Dennis W
Andreasen G Christian Jr
Sohler Bernadette M
OConnor A Bruce
Shein Jeffries
Risoldi Richard M
Esposito Gerard L
Middleton John R
Cutting John C
Quinn Kenneth J
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Reinhard Walter G
Common Stock (Street)
2026-03-04 Sell 300 $55.21 16,563
Duchemin-Leslie Nadine
Common Stock (Restricted Stock Book)
2026-03-03 Other 4,630 $54.55 252,566
Duchemin-Leslie Nadine
Common Stock (Book)
2026-03-03 Tax withheld 2,336 $54.55 127,429
Duchemin-Leslie Nadine
Common Stock (Restricted Stock Book)
2026-03-01 Grant 4,630 $54.00 250,020
Hoglund Robert N
Common Stock (Street)
2026-02-27 Buy 2,000 $54.31 108,620
Capko Robert John
Common Stock (Book)
2026-02-25 Sell 134 $54.04 7,241
Ginegaw Lorrie Beth
Common Stock (Book)
2025-11-18 Sell 650 $50.92 33,098
Bershad Joshua
Common Stock (Street)
2025-06-15 Other 213,365 $0.00
Reinhard Walter G
Common Stock (Book)
2025-05-28 Sell 702 $57.37 40,274
Zerhouni Mohammed G
Common Stock (Restricted Stock Book)
2025-04-01 Grant 3,120 $64.10 199,992
Ginegaw Lorrie Beth
Common Stock (Restricted Stock Book)
2025-04-01 Grant 1,014 $64.10 64,997
Klein Steven M
Common Stock (Book)
2025-04-01 Grant 702 $64.10 44,998
Simpson Georgia M
Common Stock (Restricted Stock Book)
2025-04-01 Other 702 $64.10 44,998
Kooper Jay L
Common Stock (Book)
2025-04-01 Tax withheld 369 $64.10 23,653
Ginegaw Lorrie Beth
Common Stock (Restricted Stock Book)
2025-04-01 Other 943 $64.10 60,446
Kooper Jay L
Common Stock (Restricted Stock Book)
2025-04-01 Grant 1,607 $64.10 103,009
Kooper Jay L
Common Stock (Restricted Stock Book)
2025-04-01 Other 832 $64.10 53,331
McKoy Vaughn L
Common Stock (Book)
2025-04-01 Grant 702 $64.10 44,998
Bershad Joshua
Common Stock (Book)
2025-04-01 Grant 702 $64.10 44,998
Simpson Georgia M
Common Stock (Restricted Stock Book)
2025-04-01 Grant 1,123 $64.10 71,984
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 220 13,443,070
2025-12-31 204 13,498,090
2025-09-30 214 12,753,332
2025-06-30 216 12,114,492
2025-03-31 216 12,343,885
2024-12-31 211 12,018,554
2024-09-30 200 12,275,398
2024-06-30 198 11,530,565
2024-03-31 192 12,848,227
2023-12-31 193 12,879,377
2023-09-30 188 12,028,359
2023-06-30 187 12,091,298
Form 13F Holdings
Firm Period DFND Voting Shares
Ledgewood Wealth Advisors LLC [2026-06-30] SOLE 0 254,016
Louisiana State Employees Retirement System [2026-06-30] SOLE 8,100 8,100
Alaska Retirement Management Board [2026-06-30] SOLE 6,667 6,667
Guyasuta Investment Advisors Inc [2026-06-30] SOLE 6,000 6,000
Gamma Investing LLC [2026-06-30] DFND 5,667 5,667
Yousif Capital Management LLC [2026-06-30] SOLE 1,107 4,561
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 4,416 4,416
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 45 3,736
Armstrong Advisory Group Inc [2026-06-30] SOLE 0 3,553
City State Bank [2026-06-30] SOLE 967 967
Versant Capital Management Inc [2026-06-30] SOLE 682 682
Beacon Investment Advisory Services Inc [2026-06-30] SOLE 368 368
Ares Financial Consulting LLC [2026-06-30] SOLE 341 341
Rosenberg Matthew Hamilton [2026-06-30] SOLE 259 259
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 240 240
Farther Finance Advisors LLC [2026-06-30] SOLE 0 231
IFP Advisors LLC [2026-06-30] SOLE 110 110
Fortitude Family Office LLC [2026-06-30] SOLE 53 53
Farmers & Merchants Investments Inc [2026-06-30] SOLE 12 12
JFS Wealth Advisors LLC [2026-06-30] SOLE 0 6
Hughes Financial Services LLC [2026-06-30] SOLE 4 4
Cedar Mountain Advisors LLC [2026-06-30] SOLE 0 3
Abound Wealth Management [2026-06-30] SOLE 0 2
Davis Capital Management [2026-06-30] SOLE 1 1
Capital Advisors Ltd LLC [2026-06-30] SOLE 0 0
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