QWM
MSEX icon

Quaker Wealth Management’s Middlesex Water MSEX Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-3
Closed -$193 – 1390
2025
Q1 		$193 Buy
+3
New +$163 ﹤0.01% 850

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

Quaker Wealth Management's MSEX Position: Q1 2026 in Review

Quaker Wealth Management held its Middlesex Water (MSEX) position steady in Q1 2026 at 3 shares worth $157. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Quaker Wealth Management first reported a position in MSEX in Q2 2025 and has held it in 4 quarters since. The position peaked at $163 in Q3 2025. 219 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Quaker Wealth Management held 3 shares of Middlesex Water worth $157 as of Q1 2026.
  • Quaker Wealth Management left its Middlesex Water share count unchanged in Q1 2026.
  • Middlesex Water made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #887 holding.
  • Quaker Wealth Management first reported a position in Middlesex Water in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's Middlesex Water position peaked at $163 in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.