Main Street Financial Solutions’s Middlesex Water MSEX Stock Holding History

Main Street Financial Solutions’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 Q4	$533K	Buy	10,568 +41	+0.4%	+$2.21K	0.04%	327
2025 Q3	$570K	Buy	10,527 +60	+0.6%	+$3.21K	0.04%	364
2025 Q2	$567K	Buy	10,467 +20	+0.2%	+$1.18K	0.04%	336
2025 Q1	$670K	Hold	10,447	–	–	0.06%	262
2024 Q4	$550K	Hold	10,447	–	–	0.05%	273
2024 Q3	$682K	Hold	10,447	–	–	0.06%	262
2024 Q2	$546K	Hold	10,447	–	–	0.05%	301
2024 Q1	$548K	Hold	10,447	–	–	0.06%	292
2023 Q4	$686K	Buy	10,447 +200	+2%	+$13.2K	0.09%	214
2023 Q3	$679K	Sell	10,247 -182	-2%	-$14K	0.1%	200
2023 Q2	$841K	Hold	10,429	–	–	0.11%	176
2023 Q1	$815K	Hold	10,429	–	–	0.12%	171
2022 Q4	$820K	Hold	10,429	–	–	0.13%	169
2022 Q3	$805K	Hold	10,429	–	–	0.13%	158
2022 Q2	$914K	Hold	10,429	–	–	0.12%	162
2022 Q1	$1.1M	Hold	10,429	–	–	0.16%	136
2021 Q4	$1.25M	Sell	10,429 -495	-5%	-$52.6K	0.18%	126
2021 Q3	$1.12M	Hold	10,924	–	–	0.17%	127
2021 Q2	$893K	Hold	10,924	–	–	0.14%	142
2021 Q1	$863K	Sell	10,924 -473	-4%	-$35.8K	0.15%	145
2020 Q4	$826K	Buy	+11,397	New	+$788K	0.17%	136

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 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

Main Street Financial Solutions's MSEX Position: Q4 2025 in Review

Main Street Financial Solutions increased its Middlesex Water (MSEX) stake by 0.39% in Q4 2025, buying an estimated $2.21K and bringing the position to 10,568 shares worth $533K. The position accounts for 0.04% of the portfolio, ranked #327.

Main Street Financial Solutions first reported a position in MSEX in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.25M in Q4 2021. 201 funds tracked by Wall St. Rank hold MSEX as of Q4 2025.

Main Street Financial Solutions held 10,568 shares of Middlesex Water worth $533K as of Q4 2025.
Main Street Financial Solutions bought 41 Middlesex Water shares in Q4 2025, an estimated $2.21K.
Middlesex Water made up 0.04% of Main Street Financial Solutions's portfolio in Q4 2025, its #327 holding.
Main Street Financial Solutions first reported a position in Middlesex Water in Q4 2020 and has held it in 21 quarters since.
Main Street Financial Solutions's Middlesex Water position peaked at $1.25M in Q4 2021.
201 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.