Pinnacle Wealth Planning Services
MSEX icon

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
Q3 		$38.1K Sell
719
-8
-1% -$454 ﹤0.01% 1451
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ledgewood Wealth Advisors
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's MSEX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Middlesex Water (MSEX) stake by 1.1% in Q3 2026, selling an estimated $454 and leaving 719 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Pinnacle Wealth Planning Services first reported a position in MSEX in Q4 2020 and has held it in 5 quarters since. The position peaked at $78.6K in Q4 2025. 114 funds tracked by Wall St. Rank hold MSEX as of Q3 2026.

  • Pinnacle Wealth Planning Services held 719 shares of Middlesex Water worth $38.1K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 8 Middlesex Water shares in Q3 2026, an estimated $454.
  • Middlesex Water made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1451 holding.
  • Pinnacle Wealth Planning Services first reported a position in Middlesex Water in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Middlesex Water position peaked at $78.6K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.