GWM
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Gilpin Wealth Management’s Middlesex Water MSEX Stock Holding History

Gilpin Wealth Management’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 		$106 Hold
2
– – ﹤0.01% 1288
2026
Q2 		$113 Sell
2
-5
-71% -$263 ﹤0.01% 1011
2026
Q1 		$365 Buy
7
+5
+250% +$263 ﹤0.01% 710
2025
Q4 		$101 Buy
+2
New +$108 ﹤0.01% 831

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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

Gilpin Wealth Management's MSEX Position: Q3 2026 in Review

Gilpin Wealth Management held its Middlesex Water (MSEX) position steady in Q3 2026 at 2 shares worth $106. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Gilpin Wealth Management first reported a position in MSEX in Q4 2025 and has held it in 4 quarters since. The position peaked at $365 in Q1 2026. 20 funds tracked by Wall St. Rank hold MSEX as of Q3 2026.

  • Gilpin Wealth Management held 2 shares of Middlesex Water worth $106 as of Q3 2026.
  • Gilpin Wealth Management left its Middlesex Water share count unchanged in Q3 2026.
  • Middlesex Water made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1288 holding.
  • Gilpin Wealth Management first reported a position in Middlesex Water in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Middlesex Water position peaked at $365 in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.