SBI Securities’s Middlesex Water MSEX Stock Holding History

SBI Securities’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	$53	Hold	1	–	–	﹤0.01%	3722
2026 Q2	$56	Hold	1	–	–	﹤0.01%	3640
2026 Q1	$52	Buy	+1	New	+$53	﹤0.01%	3569
2025 Q4	–	Sell	-1	Closed	-$54	–	4152
2025 Q3	$54	Buy	+1	New	+$54	﹤0.01%	3692
2025 Q2	–	Sell	-1	Closed	-$64	–	4198
2025 Q1	$64	Hold	1	–	–	﹤0.01%	3581
2024 Q4	$53	Buy	+1	New	+$63	﹤0.01%	3627

Other funds holding MSEX

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

SBI Securities's MSEX Position: Q3 2026 in Review

SBI Securities held its Middlesex Water (MSEX) position steady in Q3 2026 at 1 share worth $53. The position accounts for ﹤0.01% of the portfolio, ranked #3722.

SBI Securities first reported a position in MSEX in Q4 2024 and has held it in 6 quarters since. The position peaked at $64 in Q1 2025. 47 funds tracked by Wall St. Rank hold MSEX as of Q3 2026.

SBI Securities held 1 share of Middlesex Water worth $53 as of Q3 2026.
SBI Securities left its Middlesex Water share count unchanged in Q3 2026.
Middlesex Water made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3722 holding.
SBI Securities first reported a position in Middlesex Water in Q4 2024 and has held it in 6 quarters since.
SBI Securities's Middlesex Water position peaked at $64 in Q1 2025.
47 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.