CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Middlesex Water MSEX Stock Holding History

CAPTRUST Financial Advisors’s Portfolio MSEX Stock Details MSEX Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$259K Buy
2022
Q3 		– Sell
2022
Q2 		$58K Buy
2022
Q1 		$3K Sell
2021
Q4 		$5K Buy
2021
Q3 		$3K Sell
2021
Q2 		$6K Sell
2021
Q1 		$29K Sell
2020
Q4 		$29K Hold
2020
Q3 		$25K Hold
2020
Q2 		$27K Buy