Perigon Wealth Management
MSEX icon

Perigon Wealth Management’s Middlesex Water MSEX Stock Holding History

Perigon Wealth Management’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 		$280K Buy
4,979
+886
+22% +$46.6K ﹤0.01% 1160
2026
Q1 		$213K Buy
+4,093
New +$215K ﹤0.01% 1190
2018
Q2 		– Sell
-2,000
Closed -$73K – 477
2018
Q1 		$73K Hold
2,000
– – 0.03% 267
2017
Q4 		$80K Hold
2,000
– – 0.03% 235
2017
Q3 		$79K Hold
2,000
– – 0.03% 286
2017
Q2 		$79K Hold
2,000
– – 0.02% 326
2017
Q1 		$74K Hold
2,000
– – 0.02% 339
2016
Q4 		$76K Hold
2,000
– – 0.02% 316
2016
Q3 		$70K Hold
2,000
– – 0.02% 275
2016
Q2 		$87K Hold
2,000
– – 0.02% 241
2016
Q1 		$62K Buy
+2,000
New +$56.7K 0.02% 189

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

Perigon Wealth Management's MSEX Position: Q2 2026 in Review

Perigon Wealth Management increased its Middlesex Water (MSEX) stake by 22% in Q2 2026, buying an estimated $46.6K and bringing the position to 4,979 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Perigon Wealth Management first reported a position in MSEX in Q1 2016 and has held it in 11 quarters since. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Perigon Wealth Management held 4,979 shares of Middlesex Water worth $280K as of Q2 2026.
  • Perigon Wealth Management bought 886 Middlesex Water shares in Q2 2026, an estimated $46.6K.
  • Middlesex Water made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1160 holding.
  • Perigon Wealth Management first reported a position in Middlesex Water in Q1 2016 and has held it in 11 quarters since.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.