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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
Q2 		$40.8K Sell
727
-35
-5% -$1.84K ﹤0.01% 1412
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 $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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's MSEX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Middlesex Water (MSEX) stake by 4.6% in Q2 2026, selling an estimated $1.84K and leaving 727 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Pinnacle Wealth Planning Services first reported a position in MSEX in Q4 2020 and has held it in 4 quarters since. The position peaked at $78.6K in Q4 2025. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 727 shares of Middlesex Water worth $40.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 35 Middlesex Water shares in Q2 2026, an estimated $1.84K.
  • Middlesex Water made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1412 holding.
  • Pinnacle Wealth Planning Services first reported a position in Middlesex Water in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Middlesex Water position peaked at $78.6K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.