Kestra Advisory Services’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
Other funds holding MSEX
Kestra Advisory Services's MSEX Position: Q2 2026 in Review
Kestra Advisory Services increased its Middlesex Water (MSEX) stake by 1.4% in Q2 2026, buying an estimated $3.58K and bringing the position to 5,070 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #2814.
Kestra Advisory Services first reported a position in MSEX in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.6M in Q4 2020. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.
- Kestra Advisory Services held 5,070 shares of Middlesex Water worth $285K as of Q2 2026.
- Kestra Advisory Services bought 68 Middlesex Water shares in Q2 2026, an estimated $3.58K.
- Middlesex Water made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2814 holding.
- Kestra Advisory Services first reported a position in Middlesex Water in Q3 2020 and has held it in 17 quarters since.
- Kestra Advisory Services's Middlesex Water position peaked at $1.6M in Q4 2020.
- 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.
Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.