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Transamerica Financial Advisors’s Middlesex Water MSEX Stock Holding History

Transamerica Financial Advisors’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
Q4 		– Sell
-1
Closed -$54 – 1886
2025
Q3 		$54 Buy
+1
New +$54 ﹤0.01% 1576

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Vanguard Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Transamerica Financial Advisors's MSEX Position: Q4 2025 in Review

Transamerica Financial Advisors sold out of Middlesex Water (MSEX) in Q4 2025, closing a stake of 1 share — an estimated $54 sold.

Transamerica Financial Advisors first reported a position in MSEX in Q3 2025 and held it in 1 quarter. The position peaked at $54 in Q3 2025. 201 funds tracked by Wall St. Rank hold MSEX as of Q4 2025.

  • Transamerica Financial Advisors reported no remaining Middlesex Water position as of Q4 2025 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1 Middlesex Water share in Q4 2025, an estimated $54.
  • Transamerica Financial Advisors first reported a position in Middlesex Water in Q3 2025 and held it in 1 quarter.
  • Transamerica Financial Advisors's Middlesex Water position peaked at $54 in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2025.

Based on Transamerica Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.