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 Q3	$302K	Buy	5,709 +114	+2%	+$6.47K	﹤0.01%	1889
2026 Q2	$314K	Buy	5,595 +1,123	+25%	+$59.1K	﹤0.01%	1820
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

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atria Investments's MSEX Position: Q3 2026 in Review

Atria Investments increased its Middlesex Water (MSEX) stake by 2% in Q3 2026, buying an estimated $6.47K and bringing the position to 5,709 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Atria Investments first reported a position in MSEX in Q3 2025 and has held it in 5 quarters since. The position peaked at $314K in Q2 2026. 20 funds tracked by Wall St. Rank hold MSEX as of Q3 2026.

Atria Investments held 5,709 shares of Middlesex Water worth $302K as of Q3 2026.
Atria Investments bought 114 Middlesex Water shares in Q3 2026, an estimated $6.47K.
Middlesex Water made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #1889 holding.
Atria Investments first reported a position in Middlesex Water in Q3 2025 and has held it in 5 quarters since.
Atria Investments's Middlesex Water position peaked at $314K in Q2 2026.
20 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.