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Summit Securities Group’s Middlesex Water MSEX Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-221
Closed -$11.1K – 1264
2025
Q4 		$11.1K Buy
+221
New +$11.9K ﹤0.01% 885
2024
Q2 		– Sell
-10
Closed -$1K – 702
2024
Q1 		$1K Buy
+10
New +$553 ﹤0.01% 399

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 $3.37T AUM 44.26% 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

Summit Securities Group's MSEX Position: Q1 2026 in Review

Summit Securities Group sold out of Middlesex Water (MSEX) in Q1 2026, closing a stake of 221 shares — an estimated $11.1K sold.

Summit Securities Group first reported a position in MSEX in Q1 2024 and held it in 2 quarters. The position peaked at $11.1K in Q4 2025. 220 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Summit Securities Group reported no remaining Middlesex Water position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 221 Middlesex Water shares in Q1 2026, an estimated $11.1K.
  • Summit Securities Group first reported a position in Middlesex Water in Q1 2024 and held it in 2 quarters.
  • Summit Securities Group's Middlesex Water position peaked at $11.1K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.