Stephens Consulting’s Middlesex Water MSEX Stock Holding History

Stephens 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
2025 Q2	–	Sell	-5	Closed	-$321	–	1679
2025 Q1	$321	Buy	+5	New	+$272	﹤0.01%	1448

Other funds holding MSEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Stephens Consulting's MSEX Position: Q2 2025 in Review

Stephens Consulting sold out of Middlesex Water (MSEX) in Q2 2025, closing a stake of 5 shares — an estimated $321 sold.

Stephens Consulting first reported a position in MSEX in Q1 2025 and held it in 1 quarter. The position peaked at $321 in Q1 2025. 216 funds tracked by Wall St. Rank hold MSEX as of Q2 2025.

Stephens Consulting reported no remaining Middlesex Water position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 5 Middlesex Water shares in Q2 2025, an estimated $321.
Stephens Consulting first reported a position in Middlesex Water in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Middlesex Water position peaked at $321 in Q1 2025.
216 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.