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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
Q2 		$19.5K Sell
348
-52
-13% -$2.73K ﹤0.01% 791
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
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 $3.38T AUM 44.17% 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

SHP Wealth Management's MSEX Position: Q2 2026 in Review

SHP Wealth Management reduced its Middlesex Water (MSEX) stake by 13% in Q2 2026, selling an estimated $2.73K and leaving 348 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

SHP Wealth Management first reported a position in MSEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.8K in Q1 2026. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • SHP Wealth Management held 348 shares of Middlesex Water worth $19.5K as of Q2 2026.
  • SHP Wealth Management sold 52 Middlesex Water shares in Q2 2026, an estimated $2.73K.
  • Middlesex Water made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #791 holding.
  • SHP Wealth Management first reported a position in Middlesex Water in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Middlesex Water position peaked at $20.8K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.