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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SBI Securities's MSEX Position: Q2 2026 in Review

SBI Securities held its Middlesex Water (MSEX) position steady in Q2 2026 at 1 share worth $56. The position accounts for ﹤0.01% of the portfolio, ranked #3640.

SBI Securities first reported a position in MSEX in Q4 2024 and has held it in 5 quarters since. The position peaked at $64 in Q1 2025. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • SBI Securities held 1 share of Middlesex Water worth $56 as of Q2 2026.
  • SBI Securities left its Middlesex Water share count unchanged in Q2 2026.
  • Middlesex Water made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3640 holding.
  • SBI Securities first reported a position in Middlesex Water in Q4 2024 and has held it in 5 quarters since.
  • SBI Securities's Middlesex Water position peaked at $64 in Q1 2025.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.