Root Financial Partners’s Middlesex Water MSEX Stock Holding History

Root Financial Partners’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	$159	Buy	+3	New	+$170	﹤0.01%	3564

Other funds holding MSEX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Root Financial Partners's MSEX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Middlesex Water (MSEX) in Q3 2026: 3 shares worth $159. The stake represents ﹤0.01% of the portfolio and ranks #3564 among its holdings.

143 funds tracked by Wall St. Rank hold MSEX as of Q3 2026.

Root Financial Partners held 3 shares of Middlesex Water worth $159 as of Q3 2026.
Middlesex Water was a new Root Financial Partners position in Q3 2026.
Middlesex Water made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3564 holding.
143 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.