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MSEX · Middlesex Water Co

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$58.48 +0.57 (+0.98%)
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$1.10B
Shares
18.84M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding MSEX

233 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 1,122,289 $63,027,750 0.06%
Neuberger Genesis Fund 961,793 $50,522,986 0.69%
VANGUARD TOTAL STOCK MARKET INDEX FUND 568,099 $31,904,440 0.00%
T. Rowe Price Small-Cap Value Fund, Inc. 520,488 $29,230,606 0.28%
iShares Russell 2000 ETF 473,434 $26,588,053 0.03%
T. Rowe Price Small-Cap Stock Fund, Inc. 383,278 $21,524,892 0.23%
VANGUARD EXTENDED MARKET INDEX FUND 215,384 $12,095,965 0.01%
T. Rowe Price Institutional Small-Cap Stock Fund 202,375 $11,365,380 0.23%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 170,406 $9,570,001 0.06%
iShares Russell 2000 Value ETF 167,399 $9,401,128 0.06%
Fidelity Small Cap Index Fund 182,813 $9,301,525 0.03%
Invesco S&P Global Water Index ETF 156,220 $7,948,474 0.77%
Calvert Global Water Fund 121,145 $6,803,503 1.20%
Janus Henderson Small Cap Value Fund 120,361 $6,759,474 0.53%
VANGUARD UTILITIES INDEX FUND 127,659 $6,705,927 0.06%
ProShares Russell 2000 Dividend Growers ETF 115,421 $6,063,065 0.93%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 103,063 $5,243,845 0.00%
Neuberger Berman Genesis Portfolio 92,985 $5,222,038 0.67%
iShares S&P Small-Cap 600 Growth ETF 89,703 $5,037,720 0.06%
VANGUARD RUSSELL 2000 INDEX FUND 94,042 $4,940,026 0.03%
Fidelity Extended Market Index Fund 93,724 $4,923,322 0.01%
Invesco Water Resources ETF 94,389 $4,802,512 0.23%
Schwab U.S. Small-Cap ETF 87,911 $4,617,965 0.02%
U.S. SMALL CAP PORTFOLIO 81,974 $4,170,837 0.02%
iShares S&P Small-Cap 600 Value ETF 73,227 $4,112,428 0.05%
Applied Finance Explorer Fund 78,434 $3,990,722 0.40%
WisdomTree U.S. SmallCap Dividend Fund 66,376 $3,727,676 0.17%
VANGUARD TAX-MANAGED SMALL-CAP FUND 60,713 $3,409,642 0.03%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 63,802 $3,351,519 0.06%
DEAN SMALL CAP VALUE 59,584 $3,346,237 1.73%
U.S. MICRO CAP PORTFOLIO 64,599 $3,286,797 0.04%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF 57,548 $3,231,896 0.06%
Dimensional U.S. Small Cap ETF 61,329 $3,120,420 0.02%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 46,818 $2,629,299 0.05%
SPDR(R) S & P 600 Small Cap ETF 33,153 $2,589,912 0.15%
Schwab Small-Cap Index Fund 39,969 $2,033,623 0.03%
Master Small Cap Index Series 34,840 $1,956,614 0.03%
Fidelity Total Market Index Fund 33,339 $1,751,298 0.00%
JNL Small Cap Index Fund 28,718 $1,612,803 0.06%
Fidelity Series Total Market Index Fund 28,126 $1,477,459 0.00%
Fidelity Small Cap Value Index Fund 26,229 $1,473,021 0.07%
Columbia Small Cap Index Fund 27,374 $1,437,956 0.06%
Fidelity MSCI Utilities Index ETF 28,260 $1,437,869 0.06%
ETC 6 Meridian Small Cap Equity ETF 25,948 $1,363,048 1.07%
iShares Core S&P Total U.S. Stock Market ETF 23,118 $1,298,307 0.00%
iShares U.S. Infrastructure ETF 22,002 $1,235,632 0.03%
CRM SMALL CAP VALUE FUND 24,052 $1,223,766 1.73%
Nuveen Small Cap Blend Index Fund 23,050 $1,172,784 0.03%
EQ/2000 Managed Volatility Portfolio 19,885 $1,116,742 0.03%
Dimensional U.S. Core Equity 2 ETF 21,598 $1,098,906 0.00%
Showing 1–50 of 233 positions
Key facts CIK 66004 CUSIP 596680108 13F (30d) 159 filings 159 filers Visit website Investor relations

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