Sunbelt Securities’s Middlesex Water MSEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$52 Buy
+1
New +$53 ﹤0.01% 2763
2025
Q4
Sell
-3
Closed -$162 2895
2025
Q3
$162 Buy
+3
New +$161 ﹤0.01% 2444

Other funds holding MSEX

Sunbelt Securities's MSEX Position: Q1 2026 in Review

Sunbelt Securities opened a new position in Middlesex Water (MSEX) in Q1 2026: 1 share worth $52. The stake represents ﹤0.01% of the portfolio and ranks #2763 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in MSEX as recently as Q3 2025.

Sunbelt Securities first reported a position in MSEX in Q3 2025 and has held it in 2 quarters since. The position peaked at $162 in Q3 2025. 220 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Sunbelt Securities held 1 share of Middlesex Water worth $52 as of Q1 2026.
  • Middlesex Water was a new Sunbelt Securities position in Q1 2026.
  • Middlesex Water made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2763 holding.
  • Sunbelt Securities first reported a position in Middlesex Water in Q3 2025 and has held it in 2 quarters since.
  • Sunbelt Securities's Middlesex Water position peaked at $162 in Q3 2025.
  • 220 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.