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Amalgamated Bank’s Middlesex Water MSEX Stock Holding History

Amalgamated Bank’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 		$279K Sell
4,970
-312
-6% -$16.4K ﹤0.01% 1520
2026
Q1 		$275K Buy
5,282
+79
+2% +$4.16K ﹤0.01% 1489
2025
Q4 		$262K Sell
5,203
-54
-1% -$2.9K ﹤0.01% 1505
2025
Q3 		$285K Buy
5,257
+179
+4% +$9.58K ﹤0.01% 1477
2025
Q2 		$275K Hold
5,078
– – ﹤0.01% 1467
2025
Q1 		$325K Sell
5,078
-134
-3% -$7.28K ﹤0.01% 1405
2024
Q4 		$274K Sell
5,212
-47
-0.9% -$2.95K ﹤0.01% 1490
2024
Q3 		$343K Sell
5,259
-17
-0.3% -$1.05K ﹤0.01% 1438
2024
Q2 		$276K Sell
5,276
-479
-8% -$24.9K ﹤0.01% 1495
2024
Q1 		$302K Sell
5,755
-1,892
-25% -$105K ﹤0.01% 1475
2023
Q4 		$502K Sell
7,647
-177
-2% -$11.7K ﹤0.01% 1442
2023
Q3 		$518K Sell
7,824
-210
-3% -$16.2K ﹤0.01% 1385
2023
Q2 		$648K Buy
8,034
+23
+0.3% +$1.8K 0.01% 1311
2023
Q1 		$626K Sell
8,011
-500
-6% -$40.3K 0.01% 1329
2022
Q4 		$670K Buy
8,511
+12
+0.1% +$1.04K 0.01% 1326
2022
Q3 		$656K Buy
8,499
+91
+1% +$8.15K 0.01% 1289
2022
Q2 		$737K Buy
8,408
+309
+4% +$27.7K 0.01% 1273
2022
Q1 		$852K Sell
8,099
-421
-5% -$42.9K 0.01% 1279
2021
Q4 		$1.02M Sell
8,520
-189
-2% -$20.1K 0.01% 1217
2021
Q3 		$895K Buy
8,709
+5,968
+218% +$612K 0.01% 1297
2021
Q2 		$224K Buy
+2,741
New +$227K ﹤0.01% 1992

Other funds holding MSEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Amalgamated Bank's MSEX Position: Q2 2026 in Review

Amalgamated Bank reduced its Middlesex Water (MSEX) stake by 5.9% in Q2 2026, selling an estimated $16.4K and leaving 4,970 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Amalgamated Bank first reported a position in MSEX in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.02M in Q4 2021. 106 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Amalgamated Bank held 4,970 shares of Middlesex Water worth $279K as of Q2 2026.
  • Amalgamated Bank sold 312 Middlesex Water shares in Q2 2026, an estimated $16.4K.
  • Middlesex Water made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1520 holding.
  • Amalgamated Bank first reported a position in Middlesex Water in Q2 2021 and has held it in 21 quarters since.
  • Amalgamated Bank's Middlesex Water position peaked at $1.02M in Q4 2021.
  • 106 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.