Universal-Beteiligungs- und Servicegesellschaft
MSEX icon

Universal-Beteiligungs- und Servicegesellschaft’s Middlesex Water MSEX Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$386K Buy
6,878
+356
+5% +$18.7K ﹤0.01% 1863
2026
Q1 		$339K Sell
6,522
-385
-6% -$20.3K ﹤0.01% 1831
2025
Q4 		$351K Sell
6,907
-2,483
-26% -$134K ﹤0.01% 1806
2025
Q3 		$508K Sell
9,390
-1,580
-14% -$84.5K ﹤0.01% 1743
2025
Q2 		$594K Buy
10,970
+743
+7% +$44K ﹤0.01% 1642
2025
Q1 		$656K Buy
+10,227
New +$556K ﹤0.01% 1575

Other funds holding MSEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's MSEX Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Middlesex Water (MSEX) stake by 5.5% in Q2 2026, buying an estimated $18.7K and bringing the position to 6,878 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in MSEX in Q1 2025 and has held it in 6 quarters since. The position peaked at $656K in Q1 2025. 143 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 6,878 shares of Middlesex Water worth $386K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 356 Middlesex Water shares in Q2 2026, an estimated $18.7K.
  • Middlesex Water made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1863 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Middlesex Water in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Middlesex Water position peaked at $656K in Q1 2025.
  • 143 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.