SHP Wealth Management’s Middlesex Water MSEX Stock Holding History

SHP Wealth Management’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 Q1	$20.8K	Hold	400	–	–	﹤0.01%	712
2025 Q4	$20.2K	Buy	+400	New	+$21.5K	﹤0.01%	685

Other funds holding MSEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

SHP Wealth Management's MSEX Position: Q1 2026 in Review

SHP Wealth Management held its Middlesex Water (MSEX) position steady in Q1 2026 at 400 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

SHP Wealth Management first reported a position in MSEX in Q4 2025 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

SHP Wealth Management held 400 shares of Middlesex Water worth $20.8K as of Q1 2026.
SHP Wealth Management left its Middlesex Water share count unchanged in Q1 2026.
Middlesex Water made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #712 holding.
SHP Wealth Management first reported a position in Middlesex Water in Q4 2025 and has held it in 2 quarters since.
220 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.