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Beacon Investment Advisory Services’s Middlesex Water MSEX Stock Holding History

Beacon Investment Advisory Services’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 		$20.7K Hold
368
– – ﹤0.01% 543
2026
Q1 		$19.2K Buy
+368
New +$19.4K ﹤0.01% 551
2022
Q3 		– Sell
-4,678
Closed -$410K – 282
2022
Q2 		$410K Buy
+4,678
New +$419K 0.02% 207

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Beacon Investment Advisory Services's MSEX Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Middlesex Water (MSEX) position steady in Q2 2026 at 368 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Beacon Investment Advisory Services first reported a position in MSEX in Q2 2022 and has held it in 3 quarters since. The position peaked at $410K in Q2 2022. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Beacon Investment Advisory Services held 368 shares of Middlesex Water worth $20.7K as of Q2 2026.
  • Beacon Investment Advisory Services left its Middlesex Water share count unchanged in Q2 2026.
  • Middlesex Water made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #543 holding.
  • Beacon Investment Advisory Services first reported a position in Middlesex Water in Q2 2022 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Middlesex Water position peaked at $410K in Q2 2022.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.