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Yousif Capital Management’s Middlesex Water MSEX Stock Holding History

Yousif Capital Management’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 		$256K Sell
4,561
-307
-6% -$16.1K ﹤0.01% 1547
2026
Q1 		$253K Sell
4,868
-3
-0.1% -$158 ﹤0.01% 1678
2025
Q4 		$259K Sell
4,871
-656
-12% -$35.3K ﹤0.01% 1694
2025
Q3 		$299K Sell
5,527
-1,076
-16% -$57.6K ﹤0.01% 1652
2025
Q2 		$358K Hold
6,603
– – ﹤0.01% 1595
2025
Q1 		$423K Sell
6,603
-90
-1% -$4.89K ﹤0.01% 1513
2024
Q4 		$352K Sell
6,693
-168
-2% -$10.5K ﹤0.01% 1620
2024
Q3 		$448K Sell
6,861
-303
-4% -$18.8K ﹤0.01% 1546
2024
Q2 		$374K Sell
7,164
-874
-11% -$45.4K ﹤0.01% 1598
2024
Q1 		$422K Sell
8,038
-780
-9% -$43.2K ﹤0.01% 1587
2023
Q4 		$579K Buy
8,818
+20
+0.2% +$1.32K 0.01% 1470
2023
Q3 		$583K Sell
8,798
-628
-7% -$48.4K 0.01% 1412
2023
Q2 		$760K Sell
9,426
-499
-5% -$39.1K 0.01% 1293
2023
Q1 		$775K Sell
9,925
-1,325
-12% -$107K 0.01% 1275
2022
Q4 		$885K Sell
11,250
-2,925
-21% -$254K 0.01% 1223
2022
Q3 		$1.09M Sell
14,175
-255
-2% -$22.8K 0.02% 1138
2022
Q2 		$1.26M Sell
14,430
-1,345
-9% -$121K 0.02% 1107
2022
Q1 		$1.66M Sell
15,775
-15
-0.1% -$1.53K 0.02% 1074
2021
Q4 		$1.9M Buy
+15,790
New +$1.68M 0.02% 1003

Other funds holding MSEX

LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Yousif Capital Management's MSEX Position: Q2 2026 in Review

Yousif Capital Management reduced its Middlesex Water (MSEX) stake by 6.3% in Q2 2026, selling an estimated $16.1K and leaving 4,561 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Yousif Capital Management first reported a position in MSEX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.9M in Q4 2021. 26 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

  • Yousif Capital Management held 4,561 shares of Middlesex Water worth $256K as of Q2 2026.
  • Yousif Capital Management sold 307 Middlesex Water shares in Q2 2026, an estimated $16.1K.
  • Middlesex Water made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1547 holding.
  • Yousif Capital Management first reported a position in Middlesex Water in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Middlesex Water position peaked at $1.9M in Q4 2021.
  • 26 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.