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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
2026
Q2 		$594K Buy
10,580
+11
+0.1% +$579 0.04% 325
2026
Q1 		$550K Buy
10,569
+1
+0% +$53 0.04% 326
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Main Street Financial Solutions's MSEX Position: Q2 2026 in Review

Main Street Financial Solutions increased its Middlesex Water (MSEX) stake by 0.1% in Q2 2026, buying an estimated $579 and bringing the position to 10,580 shares worth $594K. The position accounts for 0.04% of the portfolio, ranked #325.

Main Street Financial Solutions first reported a position in MSEX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.25M in Q4 2021. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Main Street Financial Solutions held 10,580 shares of Middlesex Water worth $594K as of Q2 2026.
  • Main Street Financial Solutions bought 11 Middlesex Water shares in Q2 2026, an estimated $579.
  • Middlesex Water made up 0.04% of Main Street Financial Solutions's portfolio in Q2 2026, its #325 holding.
  • Main Street Financial Solutions first reported a position in Middlesex Water in Q4 2020 and has held it in 23 quarters since.
  • Main Street Financial Solutions's Middlesex Water position peaked at $1.25M in Q4 2021.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.