Spire Wealth Management’s Middlesex Water MSEX Stock Holding History

Spire 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	–	Sell	-127	Closed	-$6.6K	–	2323
2026 Q1	$6.6K	Buy	127 +1	+0.8%	+$53	﹤0.01%	1754
2025 Q4	$6.35K	Sell	126 -97	-43%	-$5.22K	﹤0.01%	1857
2025 Q3	$12.1K	Sell	223 -92	-29%	-$4.92K	﹤0.01%	1680
2025 Q2	$17K	Buy	315 +2	+0.6%	+$118	﹤0.01%	1566
2025 Q1	$20.1K	Sell	313 -91	-23%	-$4.95K	﹤0.01%	1610
2024 Q4	$21.3K	Sell	404 -602	-60%	-$37.8K	﹤0.01%	1603
2024 Q3	$65.6K	Buy	1,006 +5	+0.5%	+$310	﹤0.01%	1051
2024 Q2	$52.3K	Buy	1,001 +6	+0.6%	+$312	﹤0.01%	1105
2024 Q1	$52.2K	Buy	995 +6	+0.6%	+$332	﹤0.01%	1200
2023 Q4	$56.8K	Sell	989 -1,346	-58%	-$88.7K	﹤0.01%	1165
2023 Q3	$155K	Sell	2,335 -2,118	-48%	-$163K	0.01%	794
2023 Q2	$359K	Sell	4,453 -49	-1%	-$3.83K	0.01%	572
2023 Q1	$352K	Sell	4,502 -1,006	-18%	-$81.2K	0.01%	580
2022 Q4	$433K	Sell	5,508 -158	-3%	-$13.7K	0.02%	384
2022 Q3	$437K	Sell	5,666 -584	-9%	-$52.3K	0.03%	354
2022 Q2	$548K	Sell	6,250 -105	-2%	-$9.41K	0.02%	447
2022 Q1	$668K	Sell	6,355 -78	-1%	-$7.95K	0.02%	492
2021 Q4	$774K	Buy	6,433 +97	+2%	+$10.3K	0.02%	556
2021 Q3	$651K	Buy	6,336 +770	+14%	+$79K	0.02%	524
2021 Q2	$455K	Buy	5,566 +3,438	+162%	+$285K	0.01%	636
2021 Q1	$168K	Buy	+2,128	New	+$161K	﹤0.01%	1142

Other funds holding MSEX

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return