LPL Financial’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
Other funds holding MSEX
VCM
VPM
LPL Financial's MSEX Position: Q1 2026 in Review
LPL Financial reduced its Middlesex Water (MSEX) stake by 5% in Q1 2026, selling an estimated $68.2K and leaving 24,776 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #3930.
LPL Financial first reported a position in MSEX in Q4 2015 and has held it in 27 quarters since. The position peaked at $1.73M in Q1 2025. 220 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.
- LPL Financial held 24,776 shares of Middlesex Water worth $1.29M as of Q1 2026.
- LPL Financial sold 1,296 Middlesex Water shares in Q1 2026, an estimated $68.2K.
- Middlesex Water made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3930 holding.
- LPL Financial first reported a position in Middlesex Water in Q4 2015 and has held it in 27 quarters since.
- LPL Financial's Middlesex Water position peaked at $1.73M in Q1 2025.
- 220 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.