Smartleaf Asset Management
MSEX icon

Smartleaf Asset Management’s Middlesex Water MSEX Stock Holding History

Smartleaf Asset 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
Q3 		$11.7K Buy
220
+160
+267% +$9.08K ﹤0.01% 2366
2026
Q2 		$3.36K Hold
60
– – ﹤0.01% 2823
2026
Q1 		$3.16K Sell
60
-113
-65% -$5.95K ﹤0.01% 2825
2025
Q4 		$8.81K Hold
173
– – ﹤0.01% 2449
2025
Q3 		$9.23K Buy
173
+8
+5% +$428 ﹤0.01% 2145
2025
Q2 		$8.99K Sell
165
-29
-15% -$1.72K ﹤0.01% 1861
2025
Q1 		$12.3K Sell
194
-227
-54% -$12.3K ﹤0.01% 1845
2024
Q4 		$22.4K Buy
421
+201
+91% +$12.6K ﹤0.01% 1587
2024
Q3 		$14.2K Buy
220
+94
+75% +$5.83K ﹤0.01% 1546
2024
Q2 		$6.66K Buy
+126
New +$6.54K ﹤0.01% 1650

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

Smartleaf Asset Management's MSEX Position: Q3 2026 in Review

Smartleaf Asset Management increased its Middlesex Water (MSEX) stake by 267% in Q3 2026, buying an estimated $9.08K and bringing the position to 220 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

Smartleaf Asset Management first reported a position in MSEX in Q2 2024 and has held it in 10 quarters since. The position peaked at $22.4K in Q4 2024. 197 funds tracked by Wall St. Rank hold MSEX as of Q3 2026.

  • Smartleaf Asset Management held 220 shares of Middlesex Water worth $11.7K as of Q3 2026.
  • Smartleaf Asset Management bought 160 Middlesex Water shares in Q3 2026, an estimated $9.08K.
  • Middlesex Water made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2366 holding.
  • Smartleaf Asset Management first reported a position in Middlesex Water in Q2 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Middlesex Water position peaked at $22.4K in Q4 2024.
  • 197 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.