SignatureFD
MSEX icon

SignatureFD’s Middlesex Water MSEX Stock Holding History

SignatureFD’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 		$6.73K Sell
127
-76
-37% -$4.31K ﹤0.01% 2854
2026
Q2 		$11.4K Buy
203
+85
+72% +$4.47K ﹤0.01% 2595
2026
Q1 		$6.14K Sell
118
-121
-51% -$6.37K ﹤0.01% 2701
2025
Q4 		$12K Sell
239
-70
-23% -$3.76K ﹤0.01% 2346
2025
Q3 		$16.7K Sell
309
-110
-26% -$5.88K ﹤0.01% 2194
2025
Q2 		$22.7K Buy
419
+110
+36% +$6.51K ﹤0.01% 1991
2025
Q1 		$19.8K Sell
309
-102
-25% -$5.54K ﹤0.01% 2063
2024
Q4 		$21.6K Sell
411
-15
-4% -$942 ﹤0.01% 2023
2024
Q3 		$27.8K Sell
426
-13
-3% -$806 ﹤0.01% 1885
2024
Q2 		$22.9K Sell
439
-409
-48% -$21.2K ﹤0.01% 1890
2024
Q1 		$44.5K Buy
848
+638
+304% +$35.3K ﹤0.01% 1612
2023
Q4 		$13.8K Buy
210
+137
+188% +$9.03K ﹤0.01% 2106
2023
Q3 		$4.84K Sell
73
-40
-35% -$3.08K ﹤0.01% 2508
2023
Q2 		$9.12K Buy
113
+50
+79% +$3.91K ﹤0.01% 2276
2023
Q1 		$4.92K Hold
63
– – ﹤0.01% 2513
2022
Q4 		$4.96K Hold
63
– – ﹤0.01% 2487
2022
Q3 		$5K Hold
63
– – ﹤0.01% 2445
2022
Q2 		$6K Sell
63
-41
-39% -$3.68K ﹤0.01% 2386
2022
Q1 		$11K Sell
104
-18
-15% -$1.84K ﹤0.01% 2116
2021
Q4 		$15K Sell
122
-49
-29% -$5.21K ﹤0.01% 1920
2021
Q3 		$18K Buy
171
+87
+104% +$8.93K ﹤0.01% 1808
2021
Q2 		$7K Buy
84
+3
+4% +$248 ﹤0.01% 2150
2021
Q1 		$6K Buy
81
+18
+29% +$1.36K ﹤0.01% 2076
2020
Q4 		$5K Buy
63
+47
+294% +$3.25K ﹤0.01% 1965
2020
Q3 		$1K Sell
16
-21
-57% -$1.36K ﹤0.01% 2459
2020
Q2 		$2K Buy
37
+3
+9% +$190 ﹤0.01% 2148
2020
Q1 		$2K Buy
+34
New +$2.15K ﹤0.01% 1973

Other funds holding MSEX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Ledgewood Wealth Advisors
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

SignatureFD's MSEX Position: Q3 2026 in Review

SignatureFD reduced its Middlesex Water (MSEX) stake by 37% in Q3 2026, selling an estimated $4.31K and leaving 127 shares worth $6.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2854.

SignatureFD first reported a position in MSEX in Q1 2020 and has held it in 27 quarters since. The position peaked at $44.5K in Q1 2024. 197 funds tracked by Wall St. Rank hold MSEX as of Q3 2026.

  • SignatureFD held 127 shares of Middlesex Water worth $6.73K as of Q3 2026.
  • SignatureFD sold 76 Middlesex Water shares in Q3 2026, an estimated $4.31K.
  • Middlesex Water made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2854 holding.
  • SignatureFD first reported a position in Middlesex Water in Q1 2020 and has held it in 27 quarters since.
  • SignatureFD's Middlesex Water position peaked at $44.5K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.