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Winton Group’s Middlesex Water MSEX Stock Holding History

Winton Group’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
Q2 		– Sell
-21,264
Closed -$1.36M – 939
2025
Q1 		$1.36M Buy
21,264
+1,793
+9% +$97.4K 0.08% 232
2024
Q4 		$1.02M Buy
+19,471
New +$1.22M 0.07% 354
2024
Q1 		– Sell
-3,221
Closed -$211K – 782
2023
Q4 		$211K Sell
3,221
-56
-2% -$3.69K 0.02% 629
2023
Q3 		$217K Buy
+3,277
New +$252K 0.02% 636

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Winton Group's MSEX Position: Q2 2025 in Review

Winton Group sold out of Middlesex Water (MSEX) in Q2 2025, closing a stake of 21,264 shares — an estimated $1.36M sold.

Winton Group first reported a position in MSEX in Q3 2023 and held it in 4 quarters. The position peaked at $1.36M in Q1 2025. 216 funds tracked by Wall St. Rank hold MSEX as of Q2 2025.

  • Winton Group reported no remaining Middlesex Water position as of Q2 2025 after selling out during the quarter.
  • Winton Group sold 21,264 Middlesex Water shares in Q2 2025, an estimated $1.36M.
  • Winton Group first reported a position in Middlesex Water in Q3 2023 and held it in 4 quarters.
  • Winton Group's Middlesex Water position peaked at $1.36M in Q1 2025.
  • 216 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2025.

Based on Winton Group's 13F filing for Q2 2025, filed 14 Aug 2025.