Financial Consulate’s Middlesex Water MSEX Stock Holding History

Financial Consulate’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	$53	Buy	+1	New	+$57	﹤0.01%	1860

Other funds holding MSEX

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

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

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

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

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

Financial Consulate's MSEX Position: Q3 2026 in Review

Financial Consulate opened a new position in Middlesex Water (MSEX) in Q3 2026: 1 share worth $53. The stake represents ﹤0.01% of the portfolio and ranks #1860 among its holdings.

47 funds tracked by Wall St. Rank hold MSEX as of Q3 2026.

Financial Consulate held 1 share of Middlesex Water worth $53 as of Q3 2026.
Middlesex Water was a new Financial Consulate position in Q3 2026.
Middlesex Water made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1860 holding.
47 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.