R Squared’s Middlesex Water MSEX Stock Holding History

R Squared’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 Q1	–	Sell	-240	Closed	-$12.6K	–	1032
2024 Q4	$12.6K	Buy	+240	New	+$15.1K	0.01%	1071

Other funds holding MSEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

R Squared's MSEX Position: Q1 2025 in Review

R Squared sold out of Middlesex Water (MSEX) in Q1 2025, closing a stake of 240 shares — an estimated $12.6K sold.

R Squared first reported a position in MSEX in Q4 2024 and held it in 1 quarter. The position peaked at $12.6K in Q4 2024. 215 funds tracked by Wall St. Rank hold MSEX as of Q1 2025.

R Squared reported no remaining Middlesex Water position as of Q1 2025 after selling out during the quarter.
R Squared sold 240 Middlesex Water shares in Q1 2025, an estimated $12.6K.
R Squared first reported a position in Middlesex Water in Q4 2024 and held it in 1 quarter.
R Squared's Middlesex Water position peaked at $12.6K in Q4 2024.
215 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.