EWA
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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
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

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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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return