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Global Retirement Partners’s Middlesex Water MSEX Stock Holding History

Global Retirement Partners’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
Q4 		$64.7K Buy
1,282
+10
+0.8% +$538 ﹤0.01% 2199
2025
Q3 		$68.9K Hold
1,272
– – ﹤0.01% 1718
2025
Q2 		$68.9K Buy
+1,272
New +$75.3K ﹤0.01% 1604
2024
Q4 		$67K Sell
1,272
-234
-16% -$14.7K ﹤0.01% 1473
2024
Q3 		$98.3K Sell
1,506
-1
-0.1% -$62 ﹤0.01% 1246
2024
Q2 		$78.8K Buy
1,507
+101
+7% +$5.24K ﹤0.01% 1315
2024
Q1 		$73.8K Hold
1,406
– – ﹤0.01% 1220
2023
Q4 		$84.8K Sell
1,406
-94
-6% -$6.2K ﹤0.01% 1129
2023
Q3 		$97K Buy
1,500
+66
+5% +$5.08K ﹤0.01% 951
2023
Q2 		$116K Hold
1,434
– – 0.01% 882
2023
Q1 		$103K Buy
1,434
+1,418
+8,863% +$114K 0.01% 905
2022
Q4 		$1.26K Hold
16
– – ﹤0.01% 2516
2022
Q3 		$1K Buy
16
+9
+129% +$806 ﹤0.01% 2514
2022
Q2 		$1K Buy
+7
New +$627 ﹤0.01% 2483

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Global Retirement Partners's MSEX Position: Q4 2025 in Review

Global Retirement Partners increased its Middlesex Water (MSEX) stake by 0.79% in Q4 2025, buying an estimated $538 and bringing the position to 1,282 shares worth $64.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2199.

Global Retirement Partners first reported a position in MSEX in Q2 2022 and has held it in 14 quarters since. The position peaked at $116K in Q2 2023. 201 funds tracked by Wall St. Rank hold MSEX as of Q4 2025.

  • Global Retirement Partners held 1,282 shares of Middlesex Water worth $64.7K as of Q4 2025.
  • Global Retirement Partners bought 10 Middlesex Water shares in Q4 2025, an estimated $538.
  • Middlesex Water made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2199 holding.
  • Global Retirement Partners first reported a position in Middlesex Water in Q2 2022 and has held it in 14 quarters since.
  • Global Retirement Partners's Middlesex Water position peaked at $116K in Q2 2023.
  • 201 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.