HighTower Advisors
MSEX icon

HighTower Advisors’s Middlesex Water MSEX Stock Holding History

HighTower Advisors’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
Q1 		$1.27M Buy
24,383
+1,263
+5% +$66.5K ﹤0.01% 2021
2025
Q4 		$1.17M Buy
23,120
+34
+0.1% +$1.83K ﹤0.01% 2010
2025
Q3 		$1.25M Buy
23,086
+3,843
+20% +$206K ﹤0.01% 1944
2025
Q2 		$1.04M Sell
19,243
-169
-0.9% -$10K ﹤0.01% 1985
2025
Q1 		$1.24M Buy
19,412
+2,091
+12% +$114K ﹤0.01% 1819
2024
Q4 		$912K Sell
17,321
-974
-5% -$61.2K ﹤0.01% 2031
2024
Q3 		$1.19M Sell
18,295
-1,305
-7% -$80.9K ﹤0.01% 1819
2024
Q2 		$1.02M Sell
19,600
-1,739
-8% -$90.3K ﹤0.01% 1853
2024
Q1 		$1.13M Sell
21,339
-790
-4% -$43.7K ﹤0.01% 1739
2023
Q4 		$1.45M Sell
22,129
-1,517
-6% -$100K ﹤0.01% 1631
2023
Q3 		$1.56M Sell
23,646
-23,414
-50% -$1.8M ﹤0.01% 1518
2023
Q2 		$3.8M Sell
47,060
-117
-0.2% -$9.16K 0.01% 1027
2023
Q1 		$3.69M Buy
47,177
+3,400
+8% +$274K 0.01% 990
2022
Q4 		$3.45M Buy
43,777
+2,545
+6% +$221K 0.01% 1000
2022
Q3 		$3.17M Buy
41,232
+294
+0.7% +$26.3K 0.01% 996
2022
Q2 		$3.59M Buy
40,938
+768
+2% +$68.8K 0.01% 962
2022
Q1 		$4.22M Sell
40,170
-8,484
-17% -$865K 0.01% 980
2021
Q4 		$5.86M Buy
+48,654
New +$5.17M 0.01% 818
2017
Q4 		– Sell
-18,519
Closed -$733K – 2346
2017
Q3 		$733K Buy
+18,519
New +$719K 0.01% 1248

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

HighTower Advisors's MSEX Position: Q1 2026 in Review

HighTower Advisors increased its Middlesex Water (MSEX) stake by 5.5% in Q1 2026, buying an estimated $66.5K and bringing the position to 24,383 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

HighTower Advisors first reported a position in MSEX in Q3 2017 and has held it in 19 quarters since. The position peaked at $5.86M in Q4 2021. 219 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • HighTower Advisors held 24,383 shares of Middlesex Water worth $1.27M as of Q1 2026.
  • HighTower Advisors bought 1,263 Middlesex Water shares in Q1 2026, an estimated $66.5K.
  • Middlesex Water made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2021 holding.
  • HighTower Advisors first reported a position in Middlesex Water in Q3 2017 and has held it in 19 quarters since.
  • HighTower Advisors's Middlesex Water position peaked at $5.86M in Q4 2021.
  • 219 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.