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Vermillion Wealth Management’s Middlesex Water MSEX Stock Holding History

Vermillion Wealth Management’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
-20
Closed -$1.02K – 2111
2026
Q1 		$1.02K Buy
20
+1
+5% +$53 ﹤0.01% 814
2025
Q4 		$981 Hold
19
– – ﹤0.01% 551
2025
Q3 		$1.04K Hold
19
– – ﹤0.01% 1447
2025
Q2 		$1.04K Hold
19
– – ﹤0.01% 480
2025
Q1 		$1.22K Sell
19
-5
-21% -$272 ﹤0.01% 1219
2024
Q4 		$1.26K Buy
+24
New +$1.51K ﹤0.01% 474

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

Vermillion Wealth Management's MSEX Position: Q2 2026 in Review

Vermillion Wealth Management sold out of Middlesex Water (MSEX) in Q2 2026, closing a stake of 20 shares — an estimated $1.02K sold.

Vermillion Wealth Management first reported a position in MSEX in Q4 2024 and held it in 6 quarters. The position peaked at $1.26K in Q4 2024. 226 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Vermillion Wealth Management reported no remaining Middlesex Water position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 20 Middlesex Water shares in Q2 2026, an estimated $1.02K.
  • Vermillion Wealth Management first reported a position in Middlesex Water in Q4 2024 and held it in 6 quarters.
  • Vermillion Wealth Management's Middlesex Water position peaked at $1.26K in Q4 2024.
  • 226 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.