6 institutions reported holding $14.7M of MIDDLESEX WTR CO COM (MSEX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ledgewood Wealth Advisors, LLC ($14.3M), GAMMA Investing LLC ($318,259), Versant Capital Management, Inc ($38,301), BEACON INVESTMENT ADVISORY SERVICES, INC. ($20,667), MassMutual Private Wealth & Trust, FSB ($13,478). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ledgewood Wealth Advisors, LLC | $14.3M | 254,016 | Hold |
| 2 | GAMMA Investing LLC | $318,259 | 5,667 | Trimmed |
| 3 | Versant Capital Management, Inc | $38,301 | 682 | Added |
| 4 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $20,667 | 368 | Hold |
| 5 | MassMutual Private Wealth & Trust, FSB | $13,478 | 240 | Trimmed |
| 6 | Cedar Mountain Advisors, LLC | $168 | 3 | New |
Source: SEC Form 13F filings · as of 2026-06-30