VIS
MSEX icon

Vega Investment Solutions’s Middlesex Water MSEX Stock Holding History

Vega Investment Solutions’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 		– Sell
-471
Closed -$24.5K – 179
2026
Q1 		$24.5K Hold
471
– – 0.01% 137
2025
Q4 		$23.7K Buy
+471
New +$25.3K ﹤0.01% 159
2025
Q2 		$25.5K Sell
471
-448
-49% -$26.5K 0.01% 158
2025
Q1 		$58.9K Buy
+919
New +$49.9K 0.01% 149

Other funds holding MSEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Vega Investment Solutions's MSEX Position: Q2 2026 in Review

Vega Investment Solutions sold out of Middlesex Water (MSEX) in Q2 2026, closing a stake of 471 shares — an estimated $24.5K sold.

Vega Investment Solutions first reported a position in MSEX in Q1 2025 and held it in 4 quarters. The position peaked at $58.9K in Q1 2025. 226 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Vega Investment Solutions reported no remaining Middlesex Water position as of Q2 2026 after selling out during the quarter.
  • Vega Investment Solutions sold 471 Middlesex Water shares in Q2 2026, an estimated $24.5K.
  • Vega Investment Solutions first reported a position in Middlesex Water in Q1 2025 and held it in 4 quarters.
  • Vega Investment Solutions's Middlesex Water position peaked at $58.9K in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Vega Investment Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.