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Private Wealth Management Group’s Middlesex Water MSEX Stock Holding History

Private Wealth Management Group’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 		$899 Sell
16
-1
-6% -$53 ﹤0.01% 1319
2026
Q1 		$885 Hold
17
– – ﹤0.01% 1276
2025
Q4 		$858 Hold
17
– – ﹤0.01% 1303
2025
Q3 		$921 Hold
17
– – ﹤0.01% 1304
2025
Q2 		$922 Hold
17
– – ﹤0.01% 1305
2025
Q1 		$1.09K Hold
17
– – ﹤0.01% 1240
2024
Q4 		$895 Hold
17
– – ﹤0.01% 1325
2024
Q3 		$1.11K Hold
17
– – ﹤0.01% 1252
2024
Q2 		$889 Sell
17
-15
-47% -$779 ﹤0.01% 1318
2024
Q1 		$1.68K Buy
+32
New +$1.77K ﹤0.01% 1055

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

Private Wealth Management Group's MSEX Position: Q2 2026 in Review

Private Wealth Management Group reduced its Middlesex Water (MSEX) stake by 5.9% in Q2 2026, selling an estimated $53 and leaving 16 shares worth $899. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Private Wealth Management Group first reported a position in MSEX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.68K in Q1 2024. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Private Wealth Management Group held 16 shares of Middlesex Water worth $899 as of Q2 2026.
  • Private Wealth Management Group sold 1 Middlesex Water share in Q2 2026, an estimated $53.
  • Middlesex Water made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1319 holding.
  • Private Wealth Management Group first reported a position in Middlesex Water in Q1 2024 and has held it in 10 quarters since.
  • Private Wealth Management Group's Middlesex Water position peaked at $1.68K in Q1 2024.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.