Spire Wealth Management
MSEX icon

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Spire Wealth Management's MSEX Position: Q2 2026 in Review

Spire Wealth Management sold out of Middlesex Water (MSEX) in Q2 2026, closing a stake of 127 shares — an estimated $6.6K sold.

Spire Wealth Management first reported a position in MSEX in Q1 2021 and held it in 21 quarters. The position peaked at $774K in Q4 2021. 227 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Spire Wealth Management reported no remaining Middlesex Water position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 127 Middlesex Water shares in Q2 2026, an estimated $6.6K.
  • Spire Wealth Management first reported a position in Middlesex Water in Q1 2021 and held it in 21 quarters.
  • Spire Wealth Management's Middlesex Water position peaked at $774K in Q4 2021.
  • 227 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.