Atom Investors’s Middlesex Water MSEX Stock Holding History

Atom Investors’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	$548K	Buy	9,756 +3,838	+65%	+$202K	0.05%	538
2026 Q1	$308K	Buy	+5,918	New	+$312K	0.02%	547

Other funds holding MSEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atom Investors's MSEX Position: Q2 2026 in Review

Atom Investors increased its Middlesex Water (MSEX) stake by 65% in Q2 2026, buying an estimated $202K and bringing the position to 9,756 shares worth $548K. The position accounts for 0.05% of the portfolio, ranked #538.

Atom Investors first reported a position in MSEX in Q1 2026 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

Atom Investors held 9,756 shares of Middlesex Water worth $548K as of Q2 2026.
Atom Investors bought 3,838 Middlesex Water shares in Q2 2026, an estimated $202K.
Middlesex Water made up 0.05% of Atom Investors's portfolio in Q2 2026, its #538 holding.
Atom Investors first reported a position in Middlesex Water in Q1 2026 and has held it in 2 quarters since.
227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.