Essential Partners’s Middlesex Water MSEX Stock Holding History

Essential Partners’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 Q3	$9.43K	Buy	178 +14	+9%	+$795	﹤0.01%	1224
2026 Q2	$9.21K	Sell	164 -85	-34%	-$4.47K	﹤0.01%	1250
2026 Q1	$13K	Sell	249 -488	-66%	-$25.7K	﹤0.01%	1125
2025 Q4	$37.2K	Sell	737 -396	-35%	-$21.3K	0.01%	693
2025 Q3	$61.3K	Buy	+1,133	New	+$60.6K	0.02%	550

Other funds holding MSEX

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's MSEX Position: Q3 2026 in Review

Essential Partners increased its Middlesex Water (MSEX) stake by 8.5% in Q3 2026, buying an estimated $795 and bringing the position to 178 shares worth $9.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Essential Partners first reported a position in MSEX in Q3 2025 and has held it in 5 quarters since. The position peaked at $61.3K in Q3 2025. 22 funds tracked by Wall St. Rank hold MSEX as of Q3 2026.

Essential Partners held 178 shares of Middlesex Water worth $9.43K as of Q3 2026.
Essential Partners bought 14 Middlesex Water shares in Q3 2026, an estimated $795.
Middlesex Water made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1224 holding.
Essential Partners first reported a position in Middlesex Water in Q3 2025 and has held it in 5 quarters since.
Essential Partners's Middlesex Water position peaked at $61.3K in Q3 2025.
22 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.