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BFC Planning, Inc.’s Middlesex Water MSEX Stock Holding History

BFC Planning, Inc.’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 		$31.4K Buy
560
+83
+17% +$4.36K ﹤0.01% 1777
2026
Q1 		$24.8K Buy
477
+4
+0.8% +$211 ﹤0.01% 1621
2025
Q4 		$23.9K Buy
473
+3
+0.6% +$161 ﹤0.01% 1675
2025
Q3 		$25.4K Sell
470
-124
-21% -$6.63K ﹤0.01% 1462
2025
Q2 		$32.2K Buy
594
+3
+0.5% +$178 ﹤0.01% 1301
2025
Q1 		$37.9K Buy
591
+2
+0.3% +$109 ﹤0.01% 1213
2024
Q4 		$31K Buy
+589
New +$37K ﹤0.01% 1289

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 40.06% 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 $1.92T AUM 36.1% 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 $551B AUM 33.95% 1-Year Est. Return

BFC Planning, Inc.'s MSEX Position: Q2 2026 in Review

BFC Planning, Inc. increased its Middlesex Water (MSEX) stake by 17% in Q2 2026, buying an estimated $4.36K and bringing the position to 560 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

BFC Planning, Inc. first reported a position in MSEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.9K in Q1 2025. 229 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • BFC Planning, Inc. held 560 shares of Middlesex Water worth $31.4K as of Q2 2026.
  • BFC Planning, Inc. bought 83 Middlesex Water shares in Q2 2026, an estimated $4.36K.
  • Middlesex Water made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1777 holding.
  • BFC Planning, Inc. first reported a position in Middlesex Water in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Middlesex Water position peaked at $37.9K in Q1 2025.
  • 229 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.