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Creative Financial Designs’s Middlesex Water MSEX Stock Holding History

Creative Financial Designs’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 		– Sell
-42
Closed -$2.12K – 2210
2025
Q4 		$2.12K Sell
42
-407
-91% -$21.9K ﹤0.01% 1679
2025
Q3 		$24.3K Sell
449
-2,296
-84% -$123K ﹤0.01% 1094
2025
Q2 		$149K Buy
2,745
+4
+0.1% +$237 0.01% 568
2025
Q1 		$176K Sell
2,741
-602
-18% -$32.7K 0.01% 479
2024
Q4 		$176K Sell
3,343
-893
-21% -$56.1K 0.01% 469
2024
Q3 		$276K Buy
4,236
+201
+5% +$12.5K 0.02% 385
2024
Q2 		$211K Buy
4,035
+677
+20% +$35.1K 0.02% 417
2024
Q1 		$176K Buy
3,358
+1,435
+75% +$79.4K 0.02% 448
2023
Q4 		$126K Buy
1,923
+1,028
+115% +$67.8K 0.01% 491
2023
Q3 		$59.3K Buy
895
+365
+69% +$28.1K 0.01% 589
2023
Q2 		$42.8K Buy
530
+157
+42% +$12.3K 0.01% 667
2023
Q1 		$29.1K Buy
+373
New +$30.1K ﹤0.01% 715

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

Creative Financial Designs's MSEX Position: Q1 2026 in Review

Creative Financial Designs sold out of Middlesex Water (MSEX) in Q1 2026, closing a stake of 42 shares — an estimated $2.12K sold.

Creative Financial Designs first reported a position in MSEX in Q1 2023 and held it in 12 quarters. The position peaked at $276K in Q3 2024. 220 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Creative Financial Designs reported no remaining Middlesex Water position as of Q1 2026 after selling out during the quarter.
  • Creative Financial Designs sold 42 Middlesex Water shares in Q1 2026, an estimated $2.12K.
  • Creative Financial Designs first reported a position in Middlesex Water in Q1 2023 and held it in 12 quarters.
  • Creative Financial Designs's Middlesex Water position peaked at $276K in Q3 2024.
  • 220 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.