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SJS Investment Consulting’s Middlesex Water MSEX Stock Holding History

SJS Investment Consulting’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 		$5.67K Buy
101
+1
+1% +$53 ﹤0.01% 1334
2026
Q1 		$5.21K Hold
100
– – ﹤0.01% 1031
2025
Q4 		$5.04K Hold
100
– – ﹤0.01% 949
2025
Q3 		$5.41K Hold
100
– – ﹤0.01% 686
2025
Q2 		$5.42K Hold
100
– – ﹤0.01% 398
2025
Q1 		$6.41K Hold
100
– – ﹤0.01% 420
2024
Q4 		$5.26K Hold
100
– – ﹤0.01% 431
2024
Q3 		$6.52K Buy
+100
New +$6.2K ﹤0.01% 435
2024
Q1 		– Sell
-1
Closed -$66 – 1674
2023
Q4 		$66 Buy
+1
New +$66 ﹤0.01% 1580
2023
Q1 		– Sell
-1
Closed -$79 – 1612
2022
Q4 		$79 Hold
1
– – ﹤0.01% 1508
2022
Q3 		$0 Buy
+1
New +$90 ﹤0.01% 1350

Other funds holding MSEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

SJS Investment Consulting's MSEX Position: Q2 2026 in Review

SJS Investment Consulting increased its Middlesex Water (MSEX) stake by 1% in Q2 2026, buying an estimated $53 and bringing the position to 101 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

SJS Investment Consulting first reported a position in MSEX in Q3 2022 and has held it in 11 quarters since. The position peaked at $6.52K in Q3 2024. 104 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • SJS Investment Consulting held 101 shares of Middlesex Water worth $5.67K as of Q2 2026.
  • SJS Investment Consulting bought 1 Middlesex Water share in Q2 2026, an estimated $53.
  • Middlesex Water made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1334 holding.
  • SJS Investment Consulting first reported a position in Middlesex Water in Q3 2022 and has held it in 11 quarters since.
  • SJS Investment Consulting's Middlesex Water position peaked at $6.52K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.