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Pinnacle Wealth Planning Services’s Middlesex Water MSEX Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$39.7K Sell
762
-797
-51% -$42K ﹤0.01% 1328
2025
Q4 		$78.6K Buy
+1,559
New +$83.8K 0.01% 918
2021
Q1 		– Sell
-78
Closed -$6K – 1336
2020
Q4 		$6K Buy
+78
New +$5.39K ﹤0.01% 1597

Other funds holding MSEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's MSEX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Middlesex Water (MSEX) stake by 51% in Q1 2026, selling an estimated $42K and leaving 762 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Pinnacle Wealth Planning Services first reported a position in MSEX in Q4 2020 and has held it in 3 quarters since. The position peaked at $78.6K in Q4 2025. 219 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 762 shares of Middlesex Water worth $39.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 797 Middlesex Water shares in Q1 2026, an estimated $42K.
  • Middlesex Water made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1328 holding.
  • Pinnacle Wealth Planning Services first reported a position in Middlesex Water in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Middlesex Water position peaked at $78.6K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.