CIBC Private Wealth Group
MSEX icon

CIBC Private Wealth Group’s Middlesex Water MSEX Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$202 Buy
+4
New +$215 ﹤0.01% 3212
2024
Q2 		– Sell
-1,334
Closed -$68.4K – 3245
2024
Q1 		$68.4K Buy
+1,334
New +$73.8K ﹤0.01% 1538
2018
Q3 		– Sell
-915
Closed -$39K – 1419
2018
Q2 		$39K Hold
915
– – ﹤0.01% 1226
2018
Q1 		$34K Hold
915
– – ﹤0.01% 1255
2017
Q4 		$37K Buy
+915
New +$39.4K ﹤0.01% 1254

Other funds holding MSEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIBC Private Wealth Group's MSEX Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Middlesex Water (MSEX) in Q4 2025: 4 shares worth $202. The stake represents ﹤0.01% of the portfolio and ranks #3212 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in MSEX as recently as Q1 2024.

CIBC Private Wealth Group first reported a position in MSEX in Q4 2017 and has held it in 5 quarters since. The position peaked at $68.4K in Q1 2024. 201 funds tracked by Wall St. Rank hold MSEX as of Q4 2025.

  • CIBC Private Wealth Group held 4 shares of Middlesex Water worth $202 as of Q4 2025.
  • Middlesex Water was a new CIBC Private Wealth Group position in Q4 2025.
  • Middlesex Water made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3212 holding.
  • CIBC Private Wealth Group first reported a position in Middlesex Water in Q4 2017 and has held it in 5 quarters since.
  • CIBC Private Wealth Group's Middlesex Water position peaked at $68.4K in Q1 2024.
  • 201 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.