InceptionR’s Middlesex Water MSEX Stock Holding History

InceptionR’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 Q3	–	Sell	-7,385	Closed	-$400K	–	850
2025 Q2	$400K	Buy	+7,385	New	+$437K	0.09%	370

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Legal & General Group London, United Kingdom $432B AUM 29.4% 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

InceptionR's MSEX Position: Q3 2025 in Review

InceptionR sold out of Middlesex Water (MSEX) in Q3 2025, closing a stake of 7,385 shares — an estimated $400K sold.

InceptionR first reported a position in MSEX in Q2 2025 and held it in 1 quarter. The position peaked at $400K in Q2 2025. 214 funds tracked by Wall St. Rank hold MSEX as of Q3 2025.

InceptionR reported no remaining Middlesex Water position as of Q3 2025 after selling out during the quarter.
InceptionR sold 7,385 Middlesex Water shares in Q3 2025, an estimated $400K.
InceptionR first reported a position in Middlesex Water in Q2 2025 and held it in 1 quarter.
InceptionR's Middlesex Water position peaked at $400K in Q2 2025.
214 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.