Cambridge Investment Research Advisors’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-4,738
| Closed | -$247K | – | 3998 |
|
|
2026
Q1 | $247K | Sell |
4,738
-5,637
| -54% | -$297K | ﹤0.01% | 3467 |
|
|
2025
Q4 | $523K | Buy |
10,375
+477
| +5% | +$25.6K | ﹤0.01% | 2676 |
|
|
2025
Q3 | $536K | Buy |
9,898
+5,240
| +112% | +$280K | ﹤0.01% | 2613 |
|
|
2025
Q2 | $252K | Buy |
4,658
+2
| +0% | +$118 | ﹤0.01% | 3128 |
|
|
2025
Q1 | $298K | Buy |
4,656
+2
| +0% | +$109 | ﹤0.01% | 2874 |
|
|
2024
Q4 | $245K | Buy |
4,654
+318
| +7% | +$20K | ﹤0.01% | 3010 |
|
|
2024
Q3 | $283K | Buy |
4,336
+5
| +0.1% | +$310 | ﹤0.01% | 2875 |
|
|
2024
Q2 | $226K | Hold |
4,331
| – | – | ﹤0.01% | 2936 |
|
|
2024
Q1 | $227K | Sell |
4,331
-413
| -9% | -$22.8K | ﹤0.01% | 2927 |
|
|
2023
Q4 | $311K | Sell |
4,744
-1,019
| -18% | -$67.2K | ﹤0.01% | 2569 |
|
|
2023
Q3 | $382K | Buy |
5,763
+5
| +0.1% | +$385 | ﹤0.01% | 2306 |
|
|
2023
Q2 | $464K | Sell |
5,758
-87
| -1% | -$6.81K | ﹤0.01% | 2197 |
|
|
2023
Q1 | $457K | Sell |
5,845
-63
| -1% | -$5.08K | ﹤0.01% | 2158 |
|
|
2022
Q4 | $465K | Sell |
5,908
-460
| -7% | -$39.9K | ﹤0.01% | 2073 |
|
|
2022
Q3 | $492K | Buy |
6,368
+414
| +7% | +$37.1K | ﹤0.01% | 1948 |
|
|
2022
Q2 | $522K | Buy |
5,954
+10
| +0.2% | +$896 | ﹤0.01% | 1928 |
|
|
2022
Q1 | $625K | Hold |
5,944
| – | – | ﹤0.01% | 1921 |
|
|
2021
Q4 | $715K | Buy |
5,944
+24
| +0.4% | +$2.55K | ﹤0.01% | 1816 |
|
|
2021
Q3 | $608K | Buy |
5,920
+29
| +0.5% | +$2.98K | ﹤0.01% | 1899 |
|
|
2021
Q2 | $481K | Buy |
5,891
+800
| +16% | +$66.2K | ﹤0.01% | 2088 |
|
|
2021
Q1 | $402K | Hold |
5,091
| – | – | ﹤0.01% | 2059 |
|
|
2020
Q4 | $369K | Buy |
5,091
+25
| +0.5% | +$1.73K | ﹤0.01% | 1985 |
|
|
2020
Q3 | $315K | Sell |
5,066
-220
| -4% | -$14.3K | ﹤0.01% | 1901 |
|
|
2020
Q2 | $355K | Sell |
5,286
-242
| -4% | -$15.3K | ﹤0.01% | 1760 |
|
|
2020
Q1 | $332K | Sell |
5,528
-180
| -3% | -$11.4K | ﹤0.01% | 1612 |
|
|
2019
Q4 | $363K | Sell |
5,708
-1,956
| -26% | -$124K | ﹤0.01% | 1791 |
|
|
2019
Q3 | $498K | Sell |
7,664
-457
| -6% | -$27.8K | ﹤0.01% | 1494 |
|
|
2019
Q2 | $481K | Sell |
8,121
-1,535
| -16% | -$89.2K | ﹤0.01% | 1452 |
|
|
2019
Q1 | $541K | Buy |
9,656
+46
| +0.5% | +$2.59K | 0.01% | 1430 |
|
|
2018
Q4 | $513K | Buy |
9,610
+3,695
| +62% | +$182K | 0.01% | 1308 |
|
|
2018
Q3 | $286K | Buy |
5,915
+1
| +0% | +$46 | ﹤0.01% | 1823 |
|
|
2018
Q2 | $249K | Buy |
5,914
+201
| +4% | +$8.33K | ﹤0.01% | 1866 |
|
|
2018
Q1 | $210K | Buy |
5,713
+2
| +0% | +$74 | ﹤0.01% | 1934 |
|
|
2017
Q4 | $228K | Buy |
+5,711
| New | +$246K | ﹤0.01% | 1833 |
|
|
2017
Q3 | – | Sell |
-5,224
| Closed | -$207K | – | 2039 |
|
|
2017
Q2 | $207K | Buy |
+5,224
| New | +$195K | ﹤0.01% | 1736 |
|
Other funds holding MSEX
LWA
ETC
NAMM
PAG
PPW
LSERS
SOADOR
Cambridge Investment Research Advisors's MSEX Position: Q2 2026 in Review
Cambridge Investment Research Advisors sold out of Middlesex Water (MSEX) in Q2 2026, closing a stake of 4,738 shares — an estimated $247K sold.
Cambridge Investment Research Advisors first reported a position in MSEX in Q2 2017 and held it in 35 quarters. The position peaked at $715K in Q4 2021. 57 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.
- Cambridge Investment Research Advisors reported no remaining Middlesex Water position as of Q2 2026 after selling out during the quarter.
- Cambridge Investment Research Advisors sold 4,738 Middlesex Water shares in Q2 2026, an estimated $247K.
- Cambridge Investment Research Advisors first reported a position in Middlesex Water in Q2 2017 and held it in 35 quarters.
- Cambridge Investment Research Advisors's Middlesex Water position peaked at $715K in Q4 2021.
- 57 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.
Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.