WANY
MSEX icon

Wealthspire Advisors (New York)’s Middlesex Water MSEX Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-117
Closed -$6.33K – 2181
2025
Q3 		$6.33K Buy
+117
New +$6.26K ﹤0.01% 2239

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 $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s MSEX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Middlesex Water (MSEX) in Q4 2025, closing a stake of 117 shares — an estimated $6.33K sold.

Wealthspire Advisors (New York) first reported a position in MSEX in Q3 2025 and held it in 1 quarter. The position peaked at $6.33K in Q3 2025. 201 funds tracked by Wall St. Rank hold MSEX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Middlesex Water position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 117 Middlesex Water shares in Q4 2025, an estimated $6.33K.
  • Wealthspire Advisors (New York) first reported a position in Middlesex Water in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Middlesex Water position peaked at $6.33K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.