Hantz Financial Services
MSEX icon

Hantz Financial Services’s Middlesex Water MSEX Stock Holding History

Hantz Financial Services’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 		$9K Buy
165
+112
+211% +$5.89K ﹤0.01% 2105
2026
Q1 		$3K Sell
53
-78
-60% -$4.11K ﹤0.01% 2250
2025
Q4 		$7K Sell
131
-504
-79% -$27.1K ﹤0.01% 2081
2025
Q3 		$34K Buy
635
+368
+138% +$19.7K ﹤0.01% 1361
2025
Q2 		$14K Buy
267
+241
+927% +$14.3K ﹤0.01% 1402
2025
Q1 		$2K Buy
+26
New +$1.41K ﹤0.01% 1394

Other funds holding MSEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hantz Financial Services's MSEX Position: Q2 2026 in Review

Hantz Financial Services increased its Middlesex Water (MSEX) stake by 211% in Q2 2026, buying an estimated $5.89K and bringing the position to 165 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Hantz Financial Services first reported a position in MSEX in Q1 2025 and has held it in 6 quarters since. The position peaked at $34K in Q3 2025. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Hantz Financial Services held 165 shares of Middlesex Water worth $9K as of Q2 2026.
  • Hantz Financial Services bought 112 Middlesex Water shares in Q2 2026, an estimated $5.89K.
  • Middlesex Water made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #2105 holding.
  • Hantz Financial Services first reported a position in Middlesex Water in Q1 2025 and has held it in 6 quarters since.
  • Hantz Financial Services's Middlesex Water position peaked at $34K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.