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

LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return