Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Middlesex Water MSEX Stock Holding History

Cambridge Investment Research Advisors’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 		– 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
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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. 51 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.
  • 51 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.