GI
MSEX icon

GAMMA Investing’s Middlesex Water MSEX Stock Holding History

GAMMA Investing’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 		$318K Sell
5,667
-127
-2% -$6.68K 0.01% 933
2026
Q1 		$302K Sell
5,794
-846
-13% -$44.5K 0.01% 841
2025
Q4 		$335K Buy
6,640
+1,991
+43% +$107K 0.02% 711
2025
Q3 		$252K Buy
4,649
+1,027
+28% +$54.9K 0.01% 831
2025
Q2 		$196K Buy
3,622
+1,453
+67% +$86K 0.01% 934
2025
Q1 		$139K Buy
2,169
+125
+6% +$6.79K 0.01% 987
2024
Q4 		$108K Sell
2,044
-2
-0.1% -$126 0.01% 1062
2024
Q3 		$133K Buy
2,046
+815
+66% +$50.5K 0.01% 817
2024
Q2 		$64.3K Buy
1,231
+637
+107% +$33.1K 0.01% 1027
2024
Q1 		$31.2K Buy
594
+442
+291% +$24.5K 0.01% 1340
2023
Q4 		$8.51K Buy
+152
New +$10K ﹤0.01% 1994

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 $3.37T AUM 44.26% 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

GAMMA Investing's MSEX Position: Q2 2026 in Review

GAMMA Investing reduced its Middlesex Water (MSEX) stake by 2.2% in Q2 2026, selling an estimated $6.68K and leaving 5,667 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #933.

GAMMA Investing first reported a position in MSEX in Q4 2023 and has held it in 11 quarters since. The position peaked at $335K in Q4 2025. 226 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • GAMMA Investing held 5,667 shares of Middlesex Water worth $318K as of Q2 2026.
  • GAMMA Investing sold 127 Middlesex Water shares in Q2 2026, an estimated $6.68K.
  • Middlesex Water made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #933 holding.
  • GAMMA Investing first reported a position in Middlesex Water in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Middlesex Water position peaked at $335K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.