Abacus Wealth Partners
MSEX icon

Abacus Wealth Partners’s Middlesex Water MSEX Stock Holding History

Abacus Wealth Partners’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,838
Closed -$564K – 435
2026
Q1 		$564K Sell
10,838
-1,246
-10% -$65.6K 0.05% 198
2025
Q4 		$609K Buy
+12,084
New +$650K 0.06% 180

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Abacus Wealth Partners's MSEX Position: Q2 2026 in Review

Abacus Wealth Partners sold out of Middlesex Water (MSEX) in Q2 2026, closing a stake of 10,838 shares — an estimated $564K sold.

Abacus Wealth Partners first reported a position in MSEX in Q4 2025 and held it in 2 quarters. The position peaked at $609K in Q4 2025. 229 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Abacus Wealth Partners reported no remaining Middlesex Water position as of Q2 2026 after selling out during the quarter.
  • Abacus Wealth Partners sold 10,838 Middlesex Water shares in Q2 2026, an estimated $564K.
  • Abacus Wealth Partners first reported a position in Middlesex Water in Q4 2025 and held it in 2 quarters.
  • Abacus Wealth Partners's Middlesex Water position peaked at $609K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.