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Harbour Investments’s Middlesex Water MSEX Stock Holding History

Harbour Investments’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 		$42.5K Hold
756
– – ﹤0.01% 2483
2026
Q1 		$39.4K Buy
756
+500
+195% +$26.3K ﹤0.01% 2467
2025
Q4 		$12.9K Buy
256
+6
+2% +$323 ﹤0.01% 2619
2025
Q3 		$13.5K Hold
250
– – ﹤0.01% 2537
2025
Q2 		$13.5K Sell
250
-200
-44% -$11.8K ﹤0.01% 2411
2025
Q1 		$28.8K Hold
450
– – ﹤0.01% 2029
2024
Q4 		$23.7K Hold
450
– – ﹤0.01% 2049
2024
Q3 		$29.4K Hold
450
– – ﹤0.01% 1892
2024
Q2 		$23.5K Hold
450
– – ﹤0.01% 1884
2024
Q1 		$23.6K Hold
450
– – ﹤0.01% 1878
2023
Q4 		$29.5K Hold
450
– – ﹤0.01% 1692
2023
Q3 		$29.8K Sell
450
-50
-10% -$3.85K ﹤0.01% 1578
2023
Q2 		$40.3K Hold
500
– – ﹤0.01% 1455
2023
Q1 		$39.1K Hold
500
– – ﹤0.01% 1457
2022
Q4 		$39.3K Hold
500
– – ﹤0.01% 1399
2022
Q3 		$44K Hold
500
– – ﹤0.01% 1320
2022
Q2 		$44K Buy
+500
New +$44.8K ﹤0.01% 1320
2021
Q4 		$60K Sell
500
-1,100
-69% -$117K ﹤0.01% 1179
2021
Q3 		$164K Hold
1,600
– – 0.01% 1118
2021
Q2 		$131K Hold
1,600
– – ﹤0.01% 1252
2021
Q1 		$126K Buy
+1,600
New +$121K ﹤0.01% 1190

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 $3.37T AUM 44.26% 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

Harbour Investments's MSEX Position: Q2 2026 in Review

Harbour Investments held its Middlesex Water (MSEX) position steady in Q2 2026 at 756 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2483.

Harbour Investments first reported a position in MSEX in Q1 2021 and has held it in 21 quarters since. The position peaked at $164K in Q3 2021. 226 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Harbour Investments held 756 shares of Middlesex Water worth $42.5K as of Q2 2026.
  • Harbour Investments left its Middlesex Water share count unchanged in Q2 2026.
  • Middlesex Water made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2483 holding.
  • Harbour Investments first reported a position in Middlesex Water in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Middlesex Water position peaked at $164K in Q3 2021.
  • 226 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.