GAMMA Investing
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
Q3 		$340K Buy
6,420
+753
+13% +$42.7K 0.01% 946
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 $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
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
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

GAMMA Investing's MSEX Position: Q3 2026 in Review

GAMMA Investing increased its Middlesex Water (MSEX) stake by 13% in Q3 2026, buying an estimated $42.7K and bringing the position to 6,420 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #946.

GAMMA Investing first reported a position in MSEX in Q4 2023 and has held it in 12 quarters since. 20 funds tracked by Wall St. Rank hold MSEX as of Q3 2026.

  • GAMMA Investing held 6,420 shares of Middlesex Water worth $340K as of Q3 2026.
  • GAMMA Investing bought 753 Middlesex Water shares in Q3 2026, an estimated $42.7K.
  • Middlesex Water made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #946 holding.
  • GAMMA Investing first reported a position in Middlesex Water in Q4 2023 and has held it in 12 quarters since.
  • 20 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.