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Crestwood Advisors Group’s Middlesex Water MSEX Stock Holding History

Crestwood Advisors 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
Q2 		– Sell
-3,250
Closed -$208K – 539
2025
Q1 		$208K Buy
+3,250
New +$177K ﹤0.01% 481
2024
Q4 		– Sell
-3,219
Closed -$210K – 473
2024
Q3 		$210K Buy
+3,219
New +$200K ﹤0.01% 424
2024
Q1 		– Sell
-3,232
Closed -$212K – 426
2023
Q4 		$212K Buy
3,232
+32
+1% +$2.11K ﹤0.01% 379
2023
Q3 		$212K Buy
+3,200
New +$246K 0.01% 341

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Crestwood Advisors Group's MSEX Position: Q2 2025 in Review

Crestwood Advisors Group sold out of Middlesex Water (MSEX) in Q2 2025, closing a stake of 3,250 shares — an estimated $208K sold.

Crestwood Advisors Group first reported a position in MSEX in Q3 2023 and held it in 4 quarters. The position peaked at $212K in Q4 2023. 216 funds tracked by Wall St. Rank hold MSEX as of Q2 2025.

  • Crestwood Advisors Group reported no remaining Middlesex Water position as of Q2 2025 after selling out during the quarter.
  • Crestwood Advisors Group sold 3,250 Middlesex Water shares in Q2 2025, an estimated $208K.
  • Crestwood Advisors Group first reported a position in Middlesex Water in Q3 2023 and held it in 4 quarters.
  • Crestwood Advisors Group's Middlesex Water position peaked at $212K in Q4 2023.
  • 216 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2025.

Based on Crestwood Advisors Group's 13F filing for Q2 2025, filed 5 Aug 2025.