Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Middlesex Water MSEX Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$130K Buy
2,504
+273
+12% +$14.4K ﹤0.01% 3055
2025
Q4 		$112K Sell
2,231
-1,675
-43% -$90.1K ﹤0.01% 2984
2025
Q3 		$211K Buy
3,906
+2,164
+124% +$116K ﹤0.01% 2399
2025
Q2 		$94K Buy
1,742
+418
+32% +$24.7K ﹤0.01% 2784
2025
Q1 		$85K Sell
1,324
-23
-2% -$1.25K ﹤0.01% 2561
2024
Q4 		$71K Sell
1,347
-34
-2% -$2.13K ﹤0.01% 2523
2024
Q3 		$90K Buy
1,381
+75
+6% +$4.65K ﹤0.01% 2268
2024
Q2 		$68K Buy
1,306
+515
+65% +$26.7K ﹤0.01% 2246
2024
Q1 		$42K Buy
791
+409
+107% +$22.6K ﹤0.01% 2416
2023
Q4 		$25K Buy
382
+176
+85% +$11.6K ﹤0.01% 2626
2023
Q3 		$14K Sell
206
-126
-38% -$9.7K ﹤0.01% 2931
2023
Q2 		$27K Buy
332
+123
+59% +$9.63K ﹤0.01% 2435
2023
Q1 		$16K Sell
209
-70
-25% -$5.65K ﹤0.01% 2657
2022
Q4 		$22K Buy
279
+113
+68% +$9.81K ﹤0.01% 2301
2022
Q3 		$13K Buy
166
+9
+6% +$806 ﹤0.01% 2520
2022
Q2 		$14K Sell
157
-13
-8% -$1.17K ﹤0.01% 2377
2022
Q1 		$18K Sell
170
-2
-1% -$204 ﹤0.01% 2142
2021
Q4 		$21K Buy
+172
New +$18.3K ﹤0.01% 1971

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 $3.38T AUM 44.17% 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

Carson Wealth (CWM LLC)'s MSEX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Middlesex Water (MSEX) stake by 12% in Q1 2026, buying an estimated $14.4K and bringing the position to 2,504 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #3055.

Carson Wealth (CWM LLC) first reported a position in MSEX in Q4 2021 and has held it in 18 quarters since. The position peaked at $211K in Q3 2025. 220 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,504 shares of Middlesex Water worth $130K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 273 Middlesex Water shares in Q1 2026, an estimated $14.4K.
  • Middlesex Water made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3055 holding.
  • Carson Wealth (CWM LLC) first reported a position in Middlesex Water in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Middlesex Water position peaked at $211K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.