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

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

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.