TFM
MSEX icon

TFC Financial Management’s Middlesex Water MSEX Stock Holding History

TFC Financial 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 		$294 Hold
5
– – ﹤0.01% 806
2026
Q1 		$271 Hold
5
– – ﹤0.01% 764
2025
Q4 		$260 Hold
5
– – ﹤0.01% 749
2025
Q3 		$278 Hold
5
– – ﹤0.01% 765
2025
Q2 		$276 Hold
5
– – ﹤0.01% 744
2025
Q1 		$325 Hold
5
– – ﹤0.01% 698
2024
Q4 		$265 Hold
5
– – ﹤0.01% 720
2024
Q3 		$327 Buy
+5
New +$310 ﹤0.01% 715

Other funds holding MSEX

LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TFC Financial Management's MSEX Position: Q2 2026 in Review

TFC Financial Management held its Middlesex Water (MSEX) position steady in Q2 2026 at 5 shares worth $294. The position accounts for ﹤0.01% of the portfolio, ranked #806.

TFC Financial Management first reported a position in MSEX in Q3 2024 and has held it in 8 quarters since. The position peaked at $327 in Q3 2024. 78 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • TFC Financial Management held 5 shares of Middlesex Water worth $294 as of Q2 2026.
  • TFC Financial Management left its Middlesex Water share count unchanged in Q2 2026.
  • Middlesex Water made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #806 holding.
  • TFC Financial Management first reported a position in Middlesex Water in Q3 2024 and has held it in 8 quarters since.
  • TFC Financial Management's Middlesex Water position peaked at $327 in Q3 2024.
  • 78 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.