S
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
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 		$12.1K 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% -$3.67K ﹤0.01% 2386
2022
Q1 		$11K Sell
104
-18
-15% -$1.83K ﹤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

LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SignatureFD's MSEX Position: Q2 2026 in Review

SignatureFD increased its Middlesex Water (MSEX) stake by 72% in Q2 2026, buying an estimated $4.47K and bringing the position to 203 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2595.

SignatureFD first reported a position in MSEX in Q1 2020 and has held it in 26 quarters since. The position peaked at $44.5K in Q1 2024. 40 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • SignatureFD held 203 shares of Middlesex Water worth $11.4K as of Q2 2026.
  • SignatureFD bought 85 Middlesex Water shares in Q2 2026, an estimated $4.47K.
  • Middlesex Water made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2595 holding.
  • SignatureFD first reported a position in Middlesex Water in Q1 2020 and has held it in 26 quarters since.
  • SignatureFD's Middlesex Water position peaked at $44.5K in Q1 2024.
  • 40 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.