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Cornerstone Planning Group’s Middlesex Water MSEX Stock Holding History

Cornerstone Planning 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
2026
Q2 		$509 Buy
+9
New +$473 ﹤0.01% 1693
2025
Q3 		– Sell
-5
Closed -$260 – 1741
2025
Q2 		$260 Buy
+5
New +$296 ﹤0.01% 1443

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

Cornerstone Planning Group's MSEX Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in Middlesex Water (MSEX) in Q2 2026: 9 shares worth $509. The stake represents ﹤0.01% of the portfolio and ranks #1693 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in MSEX as recently as Q2 2025.

Cornerstone Planning Group first reported a position in MSEX in Q2 2025 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Cornerstone Planning Group held 9 shares of Middlesex Water worth $509 as of Q2 2026.
  • Middlesex Water was a new Cornerstone Planning Group position in Q2 2026.
  • Middlesex Water made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1693 holding.
  • Cornerstone Planning Group first reported a position in Middlesex Water in Q2 2025 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.