CAL
MSEX icon

Capital Advisors Ltd’s Middlesex Water MSEX Stock Holding History

Capital Advisors Ltd’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 		$5K Buy
+89
New +$4.68K ﹤0.01% 971
2025
Q4 		– Sell
-1
Closed – – 1493
2025
Q3 		$0 Buy
+1
New +$54 ﹤0.01% 1489
2023
Q3 		– Sell
-4
Closed – – 1402
2023
Q2 		$0 Buy
+4
New +$313 ﹤0.01% 1453

Other funds holding MSEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Capital Advisors Ltd's MSEX Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in Middlesex Water (MSEX) in Q2 2026: 89 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings. This is a return to the name: Capital Advisors Ltd previously reported a position in MSEX as recently as Q3 2025.

Capital Advisors Ltd first reported a position in MSEX in Q2 2023 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Capital Advisors Ltd held 89 shares of Middlesex Water worth $5K as of Q2 2026.
  • Middlesex Water was a new Capital Advisors Ltd position in Q2 2026.
  • Middlesex Water made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #971 holding.
  • Capital Advisors Ltd first reported a position in Middlesex Water in Q2 2023 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.