High Note Wealth’s Middlesex Water MSEX Stock Holding History

High Note Wealth’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 Q1	–	Sell	-41	Closed	-$2.16K	–	933
2024 Q4	$2.16K	Buy	+41	New	+$2.58K	﹤0.01%	676

Other funds holding MSEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

High Note Wealth's MSEX Position: Q1 2025 in Review

High Note Wealth sold out of Middlesex Water (MSEX) in Q1 2025, closing a stake of 41 shares — an estimated $2.16K sold.

High Note Wealth first reported a position in MSEX in Q4 2024 and held it in 1 quarter. The position peaked at $2.16K in Q4 2024. 215 funds tracked by Wall St. Rank hold MSEX as of Q1 2025.

High Note Wealth reported no remaining Middlesex Water position as of Q1 2025 after selling out during the quarter.
High Note Wealth sold 41 Middlesex Water shares in Q1 2025, an estimated $2.16K.
High Note Wealth first reported a position in Middlesex Water in Q4 2024 and held it in 1 quarter.
High Note Wealth's Middlesex Water position peaked at $2.16K in Q4 2024.
215 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2025.

Based on High Note Wealth's 13F filing for Q1 2025, filed 1 May 2025.