Level Four Advisory Services’s Middlesex Water MSEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-3,910
Closed -$204K 951
2026
Q1
$204K Buy
+3,910
New +$206K 0.01% 828

Other funds holding MSEX

Level Four Advisory Services's MSEX Position: Q2 2026 in Review

Level Four Advisory Services sold out of Middlesex Water (MSEX) in Q2 2026, closing a stake of 3,910 shares — an estimated $204K sold.

Level Four Advisory Services first reported a position in MSEX in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 226 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Level Four Advisory Services reported no remaining Middlesex Water position as of Q2 2026 after selling out during the quarter.
  • Level Four Advisory Services sold 3,910 Middlesex Water shares in Q2 2026, an estimated $204K.
  • Level Four Advisory Services first reported a position in Middlesex Water in Q1 2026 and held it in 1 quarter.
  • Level Four Advisory Services's Middlesex Water position peaked at $204K in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.