IFWM
MSEX icon

Institute for Wealth Management’s Middlesex Water MSEX Stock Holding History

Institute for Wealth Management’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 		$917 Buy
+16
New +$841 ﹤0.01% 1670

Other funds holding MSEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Institute for Wealth Management's MSEX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Middlesex Water (MSEX) in Q2 2026: 16 shares worth $917. The stake represents ﹤0.01% of the portfolio and ranks #1670 among its holdings.

104 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Institute for Wealth Management held 16 shares of Middlesex Water worth $917 as of Q2 2026.
  • Middlesex Water was a new Institute for Wealth Management position in Q2 2026.
  • Middlesex Water made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1670 holding.
  • 104 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.