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Advisornet Financial’s Middlesex Water MSEX Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-25
Closed -$1.63K – 2153
2024
Q3 		$1.63K Hold
25
– – ﹤0.01% 1809
2024
Q2 		$1.31K Sell
25
-2
-7% -$104 ﹤0.01% 1735
2024
Q1 		$1.42K Buy
27
+26
+2,600% +$1.44K ﹤0.01% 1668
2023
Q4 		$66 Buy
+1
New +$66 ﹤0.01% 2390
2023
Q3 		– Sell
-1
Closed -$81 – 2375
2023
Q2 		$81 Hold
1
– – ﹤0.01% 2285
2023
Q1 		$78 Buy
+1
New +$81 ﹤0.01% 2332

Other funds holding MSEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Advisornet Financial's MSEX Position: Q4 2024 in Review

Advisornet Financial sold out of Middlesex Water (MSEX) in Q4 2024, closing a stake of 25 shares — an estimated $1.63K sold.

Advisornet Financial first reported a position in MSEX in Q1 2023 and held it in 6 quarters. The position peaked at $1.63K in Q3 2024. 210 funds tracked by Wall St. Rank hold MSEX as of Q4 2024.

  • Advisornet Financial reported no remaining Middlesex Water position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 25 Middlesex Water shares in Q4 2024, an estimated $1.63K.
  • Advisornet Financial first reported a position in Middlesex Water in Q1 2023 and held it in 6 quarters.
  • Advisornet Financial's Middlesex Water position peaked at $1.63K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.