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Annis Gardner Whiting Capital Advisors’s Middlesex Water MSEX Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2025
Q3 		– Sell
-5
Closed -$271 – 1349
2025
Q2 		$271 Buy
+5
New +$296 ﹤0.01% 1245

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's MSEX Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Middlesex Water (MSEX) in Q3 2025, closing a stake of 5 shares — an estimated $271 sold.

Annis Gardner Whiting Capital Advisors first reported a position in MSEX in Q2 2025 and held it in 1 quarter. The position peaked at $271 in Q2 2025. 214 funds tracked by Wall St. Rank hold MSEX as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Middlesex Water position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 5 Middlesex Water shares in Q3 2025, an estimated $271.
  • Annis Gardner Whiting Capital Advisors first reported a position in Middlesex Water in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Middlesex Water position peaked at $271 in Q2 2025.
  • 214 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.