Plante Moran Financial Advisors’s Middlesex Water MSEX Stock Holding History

Plante Moran Financial Advisors’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	$562	Buy	+10	New	+$526	﹤0.01%	1087

Other funds holding MSEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Plante Moran Financial Advisors's MSEX Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Middlesex Water (MSEX) in Q2 2026: 10 shares worth $562. The stake represents ﹤0.01% of the portfolio and ranks #1087 among its holdings.

226 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

Plante Moran Financial Advisors held 10 shares of Middlesex Water worth $562 as of Q2 2026.
Middlesex Water was a new Plante Moran Financial Advisors position in Q2 2026.
Middlesex Water made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1087 holding.
226 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.