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BOLTON SECURITIES CORPORATION’s Middlesex Water MSEX Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$80.8K Hold
1,525
– – ﹤0.01% 1183
2026
Q2 		$85.6K Hold
1,525
– – ﹤0.01% 1161
2026
Q1 		$79.4K Buy
+1,525
New +$80.3K ﹤0.01% 1111
2025
Q3 		$109K Buy
+2,012
New +$108K 0.01% 931
2025
Q1 		$129K Buy
+2,012
New +$109K 0.01% 793

Other funds holding MSEX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ledgewood Wealth Advisors
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's MSEX Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Middlesex Water (MSEX) position steady in Q3 2026 at 1,525 shares worth $80.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

BOLTON SECURITIES CORPORATION first reported a position in MSEX in Q1 2025 and has held it in 5 quarters since. The position peaked at $129K in Q1 2025. 155 funds tracked by Wall St. Rank hold MSEX as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,525 shares of Middlesex Water worth $80.8K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Middlesex Water share count unchanged in Q3 2026.
  • Middlesex Water made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1183 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Middlesex Water in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Middlesex Water position peaked at $129K in Q1 2025.
  • 155 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.