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

Gitterman 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
2025
Q3 		– Sell
-1,566
Closed -$84.9K – 260
2025
Q2 		$84.9K Buy
+1,566
New +$92.7K 0.02% 261

Other funds holding MSEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gitterman Wealth Management's MSEX Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Middlesex Water (MSEX) in Q3 2025, closing a stake of 1,566 shares — an estimated $84.9K sold.

Gitterman Wealth Management first reported a position in MSEX in Q2 2025 and held it in 1 quarter. The position peaked at $84.9K in Q2 2025. 214 funds tracked by Wall St. Rank hold MSEX as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Middlesex Water position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,566 Middlesex Water shares in Q3 2025, an estimated $84.9K.
  • Gitterman Wealth Management first reported a position in Middlesex Water in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's Middlesex Water position peaked at $84.9K in Q2 2025.
  • 214 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.