Middlesex Water Company shares owned by Creative Planning
Quarter-by-quarter ownership of Middlesex Water Company (MSEX) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Middlesex Water Company
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All positions including Middlesex Water Company held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Middlesex Water Company by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $452k | 8.3k | 54.12 |
| 2025-06-30 | $260k | 4.8k | 54.18 |
| 2025-03-31 | $209k | 3.3k | 64.10 |
| 2024-12-31 | $406k | 7.7k | 52.63 |
| 2024-09-30 | $510k | 7.8k | 65.24 |
| 2024-06-30 | $406k | 7.8k | 52.26 |
| 2024-03-31 | $451k | 8.6k | 52.52 |
| 2023-12-31 | $247k | 3.8k | 65.62 |
| 2023-06-30 | $205k | 2.5k | 80.66 |
| 2021-06-30 | $364k | 4.5k | 81.78 |
| 2021-03-31 | $352k | 4.5k | 79.08 |
| 2020-12-31 | $322k | 4.4k | 72.42 |
| 2020-09-30 | $276k | 4.4k | 62.08 |
| 2020-06-30 | $279k | 4.1k | 67.29 |
| 2020-03-31 | $404k | 6.7k | 60.17 |
| 2019-12-31 | $427k | 6.7k | 63.60 |
| 2019-09-30 | $436k | 6.7k | 64.94 |
| 2019-06-30 | $398k | 6.7k | 59.28 |
| 2019-03-31 | $377k | 6.7k | 55.98 |
| 2018-12-31 | $370k | 6.9k | 53.36 |
| 2018-09-30 | $336k | 6.9k | 48.46 |
| 2018-06-30 | $292k | 6.9k | 42.11 |
| 2018-03-31 | $255k | 6.9k | 36.75 |
| 2017-12-31 | $291k | 7.3k | 39.95 |
| 2017-09-30 | $232k | 5.9k | 39.22 |
| 2017-06-30 | $8.0k | 200 | 40.00 |
| 2017-03-31 | $8.0k | 227 | 35.24 |
| 2016-12-31 | $66k | 1.5k | 42.77 |
| 2016-09-30 | $44k | 1.2k | 35.00 |
| 2016-06-30 | $50k | 1.1k | 43.74 |
| 2016-03-31 | $12k | 402 | 29.85 |
| 2015-12-31 | $5.0k | 202 | 24.75 |
| 2015-09-30 | $5.0k | 202 | 24.75 |
| 2015-03-31 | $5.0k | 200 | 25.00 |
| 2014-12-31 | $5.0k | 200 | 25.00 |
| 2014-09-30 | $4.0k | 200 | 20.00 |
| 2014-03-31 | $10k | 445 | 22.47 |
| 2013-12-31 | $9.0k | 445 | 20.22 |
| 2013-09-30 | $10k | 445 | 22.47 |
| 2013-06-30 | $9.0k | 445 | 20.22 |
| 2012-12-31 | $9.0k | 445 | 20.22 |
| 2012-09-30 | $9.0k | 445 | 20.22 |
| 2012-06-30 | $8.0k | 445 | 17.98 |
| 2011-12-31 | $9.0k | 500 | 18.00 |