Clearstead Advisors
MSEX icon

Clearstead Advisors’s Middlesex Water MSEX Stock Holding History

Clearstead Advisors’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 		$731 Buy
+13
New +$684 ﹤0.01% 2808

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

Clearstead Advisors's MSEX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Middlesex Water (MSEX) in Q2 2026: 13 shares worth $731. The stake represents ﹤0.01% of the portfolio and ranks #2808 among its holdings.

227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Clearstead Advisors held 13 shares of Middlesex Water worth $731 as of Q2 2026.
  • Middlesex Water was a new Clearstead Advisors position in Q2 2026.
  • Middlesex Water made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2808 holding.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.