Farther Finance Advisors
MSEX icon

Farther Finance Advisors’s Middlesex Water MSEX Stock Holding History

Farther Finance 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
Q3 		$13.3K Buy
251
+20
+9% +$1.14K ﹤0.01% 4450
2026
Q2 		$13K Sell
231
-201
-47% -$10.6K ﹤0.01% 4265
2026
Q1 		$22.8K Buy
432
+191
+79% +$10.1K ﹤0.01% 3567
2025
Q4 		$12.2K Sell
241
-61
-20% -$3.28K ﹤0.01% 3786
2025
Q3 		$16.3K Buy
302
+288
+2,057% +$15.4K ﹤0.01% 3165
2025
Q2 		$759 Sell
14
-76
-84% -$4.5K ﹤0.01% 3959
2025
Q1 		$5.78K Buy
90
+77
+592% +$4.18K ﹤0.01% 2987
2024
Q4 		$684 Sell
13
-5
-28% -$314 ﹤0.01% 3369
2024
Q3 		$1.17K Buy
18
+5
+38% +$310 ﹤0.01% 3189
2024
Q2 		$687 Buy
+13
New +$675 ﹤0.01% 3194
2023
Q4 		– Sell
-39
Closed -$2.58K – 3595
2023
Q3 		$2.58K Hold
39
– – ﹤0.01% 1759
2023
Q2 		$3.15K Hold
39
– – ﹤0.01% 1598
2023
Q1 		$3.05K Hold
39
– – ﹤0.01% 1490
2022
Q4 		$3.07K Buy
+39
New +$3.38K ﹤0.01% 1305

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
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GAMMA Investing
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
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
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

Farther Finance Advisors's MSEX Position: Q3 2026 in Review

Farther Finance Advisors increased its Middlesex Water (MSEX) stake by 8.7% in Q3 2026, buying an estimated $1.14K and bringing the position to 251 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4450.

Farther Finance Advisors first reported a position in MSEX in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.8K in Q1 2026. 23 funds tracked by Wall St. Rank hold MSEX as of Q3 2026.

  • Farther Finance Advisors held 251 shares of Middlesex Water worth $13.3K as of Q3 2026.
  • Farther Finance Advisors bought 20 Middlesex Water shares in Q3 2026, an estimated $1.14K.
  • Middlesex Water made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4450 holding.
  • Farther Finance Advisors first reported a position in Middlesex Water in Q4 2022 and has held it in 14 quarters since.
  • Farther Finance Advisors's Middlesex Water position peaked at $22.8K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.