AAP
MSEX icon

Arax Advisory Partners’s Middlesex Water MSEX Stock Holding History

Arax Advisory 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
Q1 		– Sell
-95
Closed -$4.79K – 4142
2025
Q4 		$4.79K Sell
95
-3,918
-98% -$211K ﹤0.01% 2882
2025
Q3 		$217K Buy
4,013
+3,861
+2,540% +$207K ﹤0.01% 1229
2025
Q2 		$8.24K Buy
152
+104
+217% +$6.16K ﹤0.01% 2051
2025
Q1 		$3.08K Hold
48
– – ﹤0.01% 1949
2024
Q4 		$2.53K Hold
48
– – ﹤0.01% 1953
2024
Q3 		$3.13K Sell
48
-22
-31% -$1.36K ﹤0.01% 1906
2024
Q2 		$3.66K Buy
+70
New +$3.63K ﹤0.01% 1723

Other funds holding MSEX

BlackRock
BlackRock New York $5.7T 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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