Ledgewood Wealth Advisors’s Middlesex Water MSEX Stock Holding History

Ledgewood Wealth 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 Q2	$14.3M	Hold	254,016	–	–	7.57%	3
2026 Q1	$13.2M	Hold	254,016	–	–	7.44%	3
2025 Q4	$12.8M	Hold	254,016	–	–	7.38%	3
2025 Q3	$13.7M	Hold	254,016	–	–	8.14%	2
2025 Q2	$13.8M	Hold	254,016	–	–	8.67%	2
2025 Q1	$16.3M	Hold	254,016	–	–	10.5%	1
2024 Q4	$13.4M	Hold	254,016	–	–	8.63%	2
2024 Q3	$16.6M	Buy	254,016 +28,164	+12%	+$1.75M	11.16%	1
2024 Q2	$11.8M	Buy	225,852 +857	+0.4%	+$44.5K	10.17%	1
2024 Q1	$11.8M	Hold	224,995	–	–	10.97%	1
2023 Q4	$14.8M	Buy	+224,995	New	+$14.8M	13.63%	1

Other funds holding MSEX

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ledgewood Wealth Advisors's MSEX Position: Q2 2026 in Review

Ledgewood Wealth Advisors held its Middlesex Water (MSEX) position steady in Q2 2026 at 254,016 shares worth $14.3M. The position accounts for 7.57% of the portfolio, ranked #3.

Ledgewood Wealth Advisors first reported a position in MSEX in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.6M in Q3 2024. 25 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

Ledgewood Wealth Advisors held 254,016 shares of Middlesex Water worth $14.3M as of Q2 2026.
Ledgewood Wealth Advisors left its Middlesex Water share count unchanged in Q2 2026.
Middlesex Water made up 7.57% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Ledgewood Wealth Advisors first reported a position in Middlesex Water in Q4 2023 and has held it in 11 quarters since.
Ledgewood Wealth Advisors's Middlesex Water position peaked at $16.6M in Q3 2024.
25 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.