MPWT
MSEX icon

MassMutual Private Wealth & Trust’s Middlesex Water MSEX Stock Holding History

MassMutual Private Wealth & Trust’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 		$13.5K Sell
240
-63
-21% -$3.31K ﹤0.01% 1270
2026
Q1 		$15.8K Sell
303
-44
-13% -$2.32K ﹤0.01% 1190
2025
Q4 		$17.5K Buy
347
+5
+1% +$269 ﹤0.01% 1170
2025
Q3 		$18.5K Buy
342
+26
+8% +$1.39K ﹤0.01% 1148
2025
Q2 		$17.1K Buy
316
+2
+0.6% +$118 ﹤0.01% 1163
2025
Q1 		$20.1K Sell
314
-68
-18% -$3.69K ﹤0.01% 1021
2024
Q4 		$20.1K Buy
382
+22
+6% +$1.38K ﹤0.01% 1006
2024
Q3 		$23.5K Buy
360
+24
+7% +$1.49K ﹤0.01% 861
2024
Q2 		$17.6K Buy
336
+62
+23% +$3.22K ﹤0.01% 891
2024
Q1 		$14.4K Buy
274
+270
+6,750% +$14.9K ﹤0.01% 918
2023
Q4 		$262 Sell
4
-24
-86% -$1.58K ﹤0.01% 1897
2023
Q3 		$1.85K Hold
28
– – ﹤0.01% 1523
2023
Q2 		$2.26K Buy
+28
New +$2.19K ﹤0.01% 1439
2023
Q1 		– Sell
-31
Closed -$2K – 1859
2022
Q4 		$2K Buy
+31
New +$2.69K ﹤0.01% 1286

Other funds holding MSEX

LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

MassMutual Private Wealth & Trust's MSEX Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Middlesex Water (MSEX) stake by 21% in Q2 2026, selling an estimated $3.31K and leaving 240 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

MassMutual Private Wealth & Trust first reported a position in MSEX in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.5K in Q3 2024. 68 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • MassMutual Private Wealth & Trust held 240 shares of Middlesex Water worth $13.5K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 63 Middlesex Water shares in Q2 2026, an estimated $3.31K.
  • Middlesex Water made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1270 holding.
  • MassMutual Private Wealth & Trust first reported a position in Middlesex Water in Q4 2022 and has held it in 14 quarters since.
  • MassMutual Private Wealth & Trust's Middlesex Water position peaked at $23.5K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.