Jackson Creek Investment Advisors’s Middlesex Water MSEX Stock Holding History

Jackson Creek Investment 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
2025 Q1	–	Sell	-23,666	Closed	-$1.25M	–	341
2024 Q4	$1.25M	Buy	+23,666	New	+$1.49M	0.38%	146
2022 Q3	–	Sell	-11,199	Closed	-$1.06M	–	330
2022 Q2	$1.06M	Buy	+11,199	New	+$1M	0.43%	60
2021 Q2	–	Sell	-12,023	Closed	-$950K	–	336
2021 Q1	$950K	Sell	12,023 -357	-3%	-$27K	0.33%	166
2020 Q4	$897K	Sell	12,380 -22	-0.2%	-$1.52K	0.35%	156
2020 Q3	$771K	Buy	+12,402	New	+$804K	0.35%	137

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

Jackson Creek Investment Advisors's MSEX Position: Q1 2025 in Review

Jackson Creek Investment Advisors sold out of Middlesex Water (MSEX) in Q1 2025, closing a stake of 23,666 shares — an estimated $1.25M sold.

Jackson Creek Investment Advisors first reported a position in MSEX in Q3 2020 and held it in 5 quarters. The position peaked at $1.25M in Q4 2024. 215 funds tracked by Wall St. Rank hold MSEX as of Q1 2025.

Jackson Creek Investment Advisors reported no remaining Middlesex Water position as of Q1 2025 after selling out during the quarter.
Jackson Creek Investment Advisors sold 23,666 Middlesex Water shares in Q1 2025, an estimated $1.25M.
Jackson Creek Investment Advisors first reported a position in Middlesex Water in Q3 2020 and held it in 5 quarters.
Jackson Creek Investment Advisors's Middlesex Water position peaked at $1.25M in Q4 2024.
215 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2025, filed 5 May 2025.