Wealth Enhancement Advisory Services
MSEX icon

Wealth Enhancement Advisory Services’s Middlesex Water MSEX Stock Holding History

Wealth Enhancement Advisory Services’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 		$206K Buy
+3,736
New +$196K ﹤0.01% 3564
2024
Q4 		– Sell
-3,453
Closed -$225K – 3060
2024
Q3 		$225K Buy
+3,453
New +$214K ﹤0.01% 2376
2023
Q4 		– Sell
-4,088
Closed -$271K – 2403
2023
Q3 		$271K Buy
+4,088
New +$315K ﹤0.01% 1803

Other funds holding MSEX

LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Wealth Enhancement Advisory Services's MSEX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Middlesex Water (MSEX) in Q2 2026: 3,736 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #3564 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in MSEX as recently as Q3 2024.

Wealth Enhancement Advisory Services first reported a position in MSEX in Q3 2023 and has held it in 3 quarters since. The position peaked at $271K in Q3 2023. 17 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,736 shares of Middlesex Water worth $206K as of Q2 2026.
  • Middlesex Water was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Middlesex Water made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3564 holding.
  • Wealth Enhancement Advisory Services first reported a position in Middlesex Water in Q3 2023 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Middlesex Water position peaked at $271K in Q3 2023.
  • 17 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.