IFP Advisors
MSEX icon

IFP Advisors’s Middlesex Water MSEX Stock Holding History

IFP 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
Q3 		$7.63K Buy
144
+34
+31% +$1.93K ﹤0.01% 3569
2026
Q2 		$6.18K Buy
110
+100
+1,000% +$5.26K ﹤0.01% 3658
2026
Q1 		$520 Sell
10
-33
-77% -$1.74K ﹤0.01% 4407
2025
Q4 		$2.17K Sell
43
-17
-28% -$914 ﹤0.01% 3806
2025
Q3 		$3.25K Buy
60
+49
+445% +$2.62K ﹤0.01% 3477
2025
Q2 		$595 Sell
11
-483
-98% -$28.6K ﹤0.01% 4385
2025
Q1 		$32.4K Hold
494
– – ﹤0.01% 2080
2024
Q4 		$26.6K Sell
494
-6
-1% -$377 ﹤0.01% 2115
2024
Q3 		$32.6K Hold
500
– – ﹤0.01% 1919
2024
Q2 		$26.1K Buy
+500
New +$26K ﹤0.01% 1960
2023
Q1 		– Sell
-400
Closed -$17K – 4044
2022
Q4 		$17K Hold
400
– – ﹤0.01% 3030
2022
Q3 		$17K Hold
400
– – ﹤0.01% 3238
2022
Q2 		$17K Hold
400
– – ﹤0.01% 2994
2022
Q1 		$17K Buy
+400
New +$40.8K ﹤0.01% 2993
2019
Q4 		– Sell
-400
Closed -$25.3K – 3017
2019
Q3 		$27K Buy
+400
New +$24.3K ﹤0.01% 1635
2019
Q1 		$23K Hold
400
– – ﹤0.01% 1289
2018
Q4 		$21K Hold
400
– – ﹤0.01% 2107
2018
Q3 		$19K Buy
400
+300
+300% +$13.7K ﹤0.01% 2479
2018
Q2 		$4K Hold
100
– – ﹤0.01% 3377
2018
Q1 		$4K Hold
100
– – ﹤0.01% 3273
2017
Q4 		$4K Sell
100
-200
-67% -$8.62K ﹤0.01% 3321
2017
Q3 		$12K Hold
300
– – ﹤0.01% 2928
2017
Q2 		$12K Buy
300
+155
+107% +$5.79K ﹤0.01% 2907
2017
Q1 		$5K Buy
+145
New +$5.42K ﹤0.01% 3306
2016
Q4 		– Sell
-300
Closed -$11K – 4075
2016
Q3 		$11K Hold
300
– – ﹤0.01% 2772
2016
Q2 		$13K Sell
300
-100
-25% -$3.7K ﹤0.01% 2621
2016
Q1 		$23K Buy
400
+100
+33% +$2.84K ﹤0.01% 1290
2015
Q4 		$8K Buy
+300
New +$7.65K ﹤0.01% 2697

Other funds holding MSEX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ledgewood Wealth Advisors
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

IFP Advisors's MSEX Position: Q3 2026 in Review

IFP Advisors increased its Middlesex Water (MSEX) stake by 31% in Q3 2026, buying an estimated $1.93K and bringing the position to 144 shares worth $7.63K. The position accounts for ﹤0.01% of the portfolio, ranked #3569.

IFP Advisors first reported a position in MSEX in Q4 2015 and has held it in 28 quarters since. The position peaked at $32.6K in Q3 2024. 114 funds tracked by Wall St. Rank hold MSEX as of Q3 2026.

  • IFP Advisors held 144 shares of Middlesex Water worth $7.63K as of Q3 2026.
  • IFP Advisors bought 34 Middlesex Water shares in Q3 2026, an estimated $1.93K.
  • Middlesex Water made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3569 holding.
  • IFP Advisors first reported a position in Middlesex Water in Q4 2015 and has held it in 28 quarters since.
  • IFP Advisors's Middlesex Water position peaked at $32.6K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.