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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
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 $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

Vega Investment Solutions's MSEX Position: Q1 2026 in Review

Vega Investment Solutions held its Middlesex Water (MSEX) position steady in Q1 2026 at 471 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #137.

Vega Investment Solutions first reported a position in MSEX in Q1 2025 and has held it in 4 quarters since. The position peaked at $58.9K in Q1 2025. 219 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

  • Vega Investment Solutions held 471 shares of Middlesex Water worth $24.5K as of Q1 2026.
  • Vega Investment Solutions left its Middlesex Water share count unchanged in Q1 2026.
  • Middlesex Water made up 0.01% of Vega Investment Solutions's portfolio in Q1 2026, its #137 holding.
  • Vega Investment Solutions first reported a position in Middlesex Water in Q1 2025 and has held it in 4 quarters since.
  • Vega Investment Solutions's Middlesex Water position peaked at $58.9K in Q1 2025.
  • 219 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Vega Investment Solutions's 13F filing for Q1 2026, filed 14 May 2026.