Nisa Investment Advisors’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
Q1 | $21.1K | Sell |
405
-206
| -34% | -$10.8K | ﹤0.01% | 1981 |
|
|
2025
Q4 | $30.8K | Sell |
611
-34
| -5% | -$1.83K | ﹤0.01% | 1782 |
|
|
2025
Q3 | $34.9K | Buy |
645
+170
| +36% | +$9.1K | ﹤0.01% | 1743 |
|
|
2025
Q2 | $25.7K | Sell |
475
-187
| -28% | -$11.1K | ﹤0.01% | 1818 |
|
|
2025
Q1 | $42.4K | Buy |
662
+372
| +128% | +$20.2K | ﹤0.01% | 1628 |
|
|
2024
Q4 | $15.3K | Buy |
290
+13
| +5% | +$816 | ﹤0.01% | 2025 |
|
|
2024
Q3 | $18.1K | Hold |
277
| – | – | ﹤0.01% | 1941 |
|
|
2024
Q2 | $14.5K | Buy |
277
+255
| +1,159% | +$13.2K | ﹤0.01% | 2048 |
|
|
2024
Q1 | $1.16K | Buy |
22
+7
| +47% | +$387 | ﹤0.01% | 2342 |
|
|
2023
Q4 | $984 | Sell |
15
-2
| -12% | -$132 | ﹤0.01% | 2265 |
|
|
2023
Q3 | $1.13K | Buy |
17
+3
| +21% | +$231 | ﹤0.01% | 2379 |
|
|
2023
Q2 | $1.13K | Hold |
14
| – | – | ﹤0.01% | 2422 |
|
|
2023
Q1 | $1K | Sell |
14
-300
| -96% | -$24.2K | ﹤0.01% | 2424 |
|
|
2022
Q4 | $25K | Buy |
314
+300
| +2,143% | +$26K | ﹤0.01% | 1993 |
|
|
2022
Q3 | $1K | Buy |
+14
| New | +$1.25K | ﹤0.01% | 2469 |
|
|
2022
Q2 | – | Sell |
-1,720
| Closed | -$181K | – | 2462 |
|
|
2022
Q1 | $181K | Buy |
1,720
+600
| +54% | +$61.2K | ﹤0.01% | 1416 |
|
|
2021
Q4 | $113K | Buy |
1,120
+1,100
| +5,500% | +$117K | ﹤0.01% | 1470 |
|
|
2021
Q3 | $2 | Hold |
20
| – | – | ﹤0.01% | 2293 |
|
|
2021
Q2 | $2 | Hold |
20
| – | – | ﹤0.01% | 2305 |
|
|
2021
Q1 | $2 | Sell |
20
-900
| -98% | -$68.2K | ﹤0.01% | 2287 |
|
|
2020
Q4 | $67K | Buy |
+920
| New | +$63.6K | ﹤0.01% | 1900 |
|
|
2018
Q3 | – | Sell |
-310
| Closed | -$13K | – | 1975 |
|
|
2018
Q2 | $13K | Hold |
310
| – | – | ﹤0.01% | 1654 |
|
|
2018
Q1 | $11K | Sell |
310
-100
| -24% | -$3.7K | ﹤0.01% | 1628 |
|
|
2017
Q4 | $16K | Hold |
410
| – | – | ﹤0.01% | 1601 |
|
|
2017
Q3 | $16K | Hold |
410
| – | – | ﹤0.01% | 1595 |
|
|
2017
Q2 | $16K | Buy |
410
+300
| +273% | +$11.2K | ﹤0.01% | 1549 |
|
|
2017
Q1 | $4K | Sell |
110
-90
| -45% | -$3.36K | ﹤0.01% | 1825 |
|
|
2016
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 1817 |
|
|
2016
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 1821 |
|
|
2016
Q2 | $9K | Sell |
200
-1,400
| -88% | -$51.8K | ﹤0.01% | 1799 |
|
|
2016
Q1 | $49K | Buy |
+1,600
| New | +$45.4K | ﹤0.01% | 1398 |
|
Other funds holding MSEX
VCM
VPM
Nisa Investment Advisors's MSEX Position: Q1 2026 in Review
Nisa Investment Advisors reduced its Middlesex Water (MSEX) stake by 34% in Q1 2026, selling an estimated $10.8K and leaving 405 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1981.
Nisa Investment Advisors first reported a position in MSEX in Q1 2016 and has held it in 31 quarters since. The position peaked at $181K in Q1 2022. 220 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.
- Nisa Investment Advisors held 405 shares of Middlesex Water worth $21.1K as of Q1 2026.
- Nisa Investment Advisors sold 206 Middlesex Water shares in Q1 2026, an estimated $10.8K.
- Middlesex Water made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1981 holding.
- Nisa Investment Advisors first reported a position in Middlesex Water in Q1 2016 and has held it in 31 quarters since.
- Nisa Investment Advisors's Middlesex Water position peaked at $181K in Q1 2022.
- 220 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.
Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.