Cerity Partners
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Cerity Partners’s Middlesex Water MSEX Stock Holding History

Cerity Partners’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 		$391K Buy
6,969
+1,192
+21% +$62.7K ﹤0.01% 2597
2026
Q1 		$301K Sell
5,777
-3,479
-38% -$183K ﹤0.01% 2611
2025
Q4 		$467K Sell
9,256
-2,873
-24% -$154K ﹤0.01% 2152
2025
Q3 		$656K Buy
12,129
+755
+7% +$40.4K ﹤0.01% 1819
2025
Q2 		$616K Sell
11,374
-4,108
-27% -$243K ﹤0.01% 1759
2025
Q1 		$992K Sell
15,482
-2,234
-13% -$121K ﹤0.01% 1431
2024
Q4 		$960K Sell
17,716
-2,529
-12% -$159K ﹤0.01% 1432
2024
Q3 		$1.32M Buy
20,245
+2,429
+14% +$151K ﹤0.01% 1277
2024
Q2 		$931K Sell
17,816
-1,074
-6% -$55.8K ﹤0.01% 1258
2024
Q1 		$992K Buy
18,890
+2,835
+18% +$157K ﹤0.01% 1283
2023
Q4 		$1.05M Buy
16,055
+433
+3% +$28.5K ﹤0.01% 967
2023
Q3 		$1.04M Sell
15,622
-15,668
-50% -$1.21M 0.01% 748
2023
Q2 		$2.52M Buy
31,290
+16,855
+117% +$1.32M 0.01% 661
2023
Q1 		$1.48M Buy
+14,435
New +$1.16M ﹤0.01% 821

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

Cerity Partners's MSEX Position: Q2 2026 in Review

Cerity Partners increased its Middlesex Water (MSEX) stake by 21% in Q2 2026, buying an estimated $62.7K and bringing the position to 6,969 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #2597.

Cerity Partners first reported a position in MSEX in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.52M in Q2 2023. 217 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Cerity Partners held 6,969 shares of Middlesex Water worth $391K as of Q2 2026.
  • Cerity Partners bought 1,192 Middlesex Water shares in Q2 2026, an estimated $62.7K.
  • Middlesex Water made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2597 holding.
  • Cerity Partners first reported a position in Middlesex Water in Q1 2023 and has held it in 14 quarters since.
  • Cerity Partners's Middlesex Water position peaked at $2.52M in Q2 2023.
  • 217 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.