EverSource Wealth Advisors
MSEX icon

EverSource Wealth Advisors’s Middlesex Water MSEX Stock Holding History

EverSource Wealth 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 		$13K Sell
231
-166
-42% -$8.73K ﹤0.01% 2748
2026
Q1 		$20.7K Buy
397
+374
+1,626% +$19.7K ﹤0.01% 2483
2025
Q4 		$1.16K Sell
23
-140
-86% -$7.53K ﹤0.01% 3669
2025
Q3 		$8.82K Buy
163
+106
+186% +$5.67K ﹤0.01% 2887
2025
Q2 		$3.09K Sell
57
-17
-23% -$1.01K ﹤0.01% 3341
2025
Q1 		$4.74K Buy
74
+22
+42% +$1.2K ﹤0.01% 2527
2024
Q4 		$2.74K Buy
52
+11
+27% +$691 ﹤0.01% 2593
2024
Q3 		$2.67K Hold
41
– – ﹤0.01% 2442
2024
Q2 		$2.73K Sell
41
-101
-71% -$5.24K ﹤0.01% 2448
2024
Q1 		$7.2K Buy
+142
New +$7.86K ﹤0.01% 1856

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

EverSource Wealth Advisors's MSEX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Middlesex Water (MSEX) stake by 42% in Q2 2026, selling an estimated $8.73K and leaving 231 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

EverSource Wealth Advisors first reported a position in MSEX in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.7K in Q1 2026. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • EverSource Wealth Advisors held 231 shares of Middlesex Water worth $13K as of Q2 2026.
  • EverSource Wealth Advisors sold 166 Middlesex Water shares in Q2 2026, an estimated $8.73K.
  • Middlesex Water made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2748 holding.
  • EverSource Wealth Advisors first reported a position in Middlesex Water in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Middlesex Water position peaked at $20.7K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.