RIL
MSEX icon

Rothschild Investment LLC’s Middlesex Water MSEX Stock Holding History

Rothschild Investment LLC’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 		$3.15K Buy
56
+29
+107% +$1.52K ﹤0.01% 2539
2026
Q1 		$1.41K Buy
27
+22
+440% +$1.16K ﹤0.01% 2726
2025
Q4 		$252 Sell
5
-30
-86% -$1.61K ﹤0.01% 3072
2025
Q3 		$1.89K Hold
35
– – ﹤0.01% 2266
2025
Q2 		$1.9K Buy
35
+25
+250% +$1.48K ﹤0.01% 2118
2025
Q1 		$641 Sell
10
-15
-60% -$815 ﹤0.01% 2536
2024
Q4 		$1.32K Hold
25
– – ﹤0.01% 2051
2024
Q3 		$1.63K Buy
25
+20
+400% +$1.24K ﹤0.01% 1836
2024
Q2 		$261 Buy
+5
New +$260 ﹤0.01% 2371

Other funds holding MSEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Rothschild Investment LLC's MSEX Position: Q2 2026 in Review

Rothschild Investment LLC increased its Middlesex Water (MSEX) stake by 107% in Q2 2026, buying an estimated $1.52K and bringing the position to 56 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2539.

Rothschild Investment LLC first reported a position in MSEX in Q2 2024 and has held it in 9 quarters since. 100 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Rothschild Investment LLC held 56 shares of Middlesex Water worth $3.15K as of Q2 2026.
  • Rothschild Investment LLC bought 29 Middlesex Water shares in Q2 2026, an estimated $1.52K.
  • Middlesex Water made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2539 holding.
  • Rothschild Investment LLC first reported a position in Middlesex Water in Q2 2024 and has held it in 9 quarters since.
  • 100 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.