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Atria Investments’s Middlesex Water MSEX Stock Holding History

Atria Investments’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 		$233K Buy
4,472
+235
+6% +$12.4K ﹤0.01% 1895
2025
Q4 		$214K Sell
4,237
-197
-4% -$10.6K ﹤0.01% 1937
2025
Q3 		$240K Buy
+4,434
New +$237K ﹤0.01% 1847

Other funds holding MSEX

BlackRock
BlackRock New York $5.72T 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

Atria Investments's MSEX Position: Q1 2026 in Review

Atria Investments increased its Middlesex Water (MSEX) stake by 5.5% in Q1 2026, buying an estimated $12.4K and bringing the position to 4,472 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Atria Investments first reported a position in MSEX in Q3 2025 and has held it in 3 quarters since. The position peaked at $240K in Q3 2025. 219 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Atria Investments held 4,472 shares of Middlesex Water worth $233K as of Q1 2026.
  • Atria Investments bought 235 Middlesex Water shares in Q1 2026, an estimated $12.4K.
  • Middlesex Water made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1895 holding.
  • Atria Investments first reported a position in Middlesex Water in Q3 2025 and has held it in 3 quarters since.
  • Atria Investments's Middlesex Water position peaked at $240K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.