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Tidal Investments’s Middlesex Water MSEX Stock Holding History

Tidal Investments’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 		$446K Buy
8,575
+219
+3% +$11.5K ﹤0.01% 1894
2025
Q4 		$421K Sell
8,356
-337
-4% -$18.1K ﹤0.01% 1725
2025
Q3 		$470K Sell
8,693
-426
-5% -$22.8K ﹤0.01% 1602
2025
Q2 		$494K Sell
9,119
-1,750
-16% -$104K ﹤0.01% 1407
2025
Q1 		$697K Sell
10,869
-794
-7% -$43.1K 0.01% 1137
2024
Q4 		$614K Sell
11,663
-495
-4% -$31.1K ﹤0.01% 1271
2024
Q3 		$793K Hold
12,158
– – 0.01% 1124
2024
Q2 		$635K Buy
+12,158
New +$631K 0.01% 1157

Other funds holding MSEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tidal Investments's MSEX Position: Q1 2026 in Review

Tidal Investments increased its Middlesex Water (MSEX) stake by 2.6% in Q1 2026, buying an estimated $11.5K and bringing the position to 8,575 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Tidal Investments first reported a position in MSEX in Q2 2024 and has held it in 8 quarters since. The position peaked at $793K in Q3 2024. 219 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Tidal Investments held 8,575 shares of Middlesex Water worth $446K as of Q1 2026.
  • Tidal Investments bought 219 Middlesex Water shares in Q1 2026, an estimated $11.5K.
  • Middlesex Water made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1894 holding.
  • Tidal Investments first reported a position in Middlesex Water in Q2 2024 and has held it in 8 quarters since.
  • Tidal Investments's Middlesex Water position peaked at $793K in Q3 2024.
  • 219 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.