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Ares Financial Consulting’s Middlesex Water MSEX Stock Holding History

Ares Financial Consulting’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 		$19.2K Hold
341
– – 0.01% 428
2026
Q1 		$18K Buy
341
+281
+468% +$14.8K 0.01% 419
2025
Q4 		$3.02K Buy
+60
New +$3.23K ﹤0.01% 584

Other funds holding MSEX

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
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
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Ares Financial Consulting's MSEX Position: Q2 2026 in Review

Ares Financial Consulting held its Middlesex Water (MSEX) position steady in Q2 2026 at 341 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #428.

Ares Financial Consulting first reported a position in MSEX in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Ares Financial Consulting held 341 shares of Middlesex Water worth $19.2K as of Q2 2026.
  • Ares Financial Consulting left its Middlesex Water share count unchanged in Q2 2026.
  • Middlesex Water made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #428 holding.
  • Ares Financial Consulting first reported a position in Middlesex Water in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.