A detailed history of Creative Planning transactions in Middlesex Water CO stock. As of the latest transaction made, Creative Planning holds 8,584 shares of MSEX stock, worth $458,213. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,584
Previous 3,766 127.93%
Holding current value
$458,213
Previous $247,000 82.19%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$50.33 - $64.71 $242,489 - $311,772
4,818 Added 127.93%
8,584 $450,000
Q4 2023

Feb 14, 2024

BUY
$61.68 - $71.57 $232,286 - $269,532
3,766 New
3,766 $247,000
Q2 2023

Jul 21, 2023

BUY
$69.37 - $83.78 $175,991 - $212,549
2,537 New
2,537 $204,000
Q3 2021

Nov 10, 2021

SELL
$82.52 - $115.29 $367,296 - $513,155
-4,451 Closed
0 $0
Q1 2021

Apr 30, 2021

BUY
$67.52 - $85.2 $337 - $426
5 Added 0.11%
4,451 $352,000
Q3 2020

Nov 05, 2020

BUY
$59.64 - $69.58 $17,892 - $20,874
300 Added 7.24%
4,446 $276,000
Q2 2020

Jul 23, 2020

SELL
$54.24 - $70.56 $139,288 - $181,198
-2,568 Reduced 38.25%
4,146 $279,000
Q2 2019

Jul 26, 2019

SELL
$53.17 - $62.2 $1,063 - $1,244
-20 Reduced 0.3%
6,714 $398,000
Q1 2019

Apr 24, 2019

SELL
$51.85 - $59.92 $10,370 - $11,984
-200 Reduced 2.88%
6,734 $377,000
Q2 2018

Jul 20, 2018

SELL
$35.16 - $44.79 $175 - $223
-5 Reduced 0.07%
6,934 $292,000
Q1 2018

Apr 18, 2018

SELL
$34.52 - $39.18 $11,909 - $13,517
-345 Reduced 4.74%
6,939 $255,000
Q4 2017

Jan 17, 2018

BUY
$39.91 - $46.4 $54,636 - $63,521
1,369 Added 23.14%
7,284 $291,000
Q3 2017

Oct 17, 2017

BUY
$37.51 - $40.15 $221,871 - $237,487
5,915
5,915 $232,000

Others Institutions Holding MSEX

About MIDDLESEX WATER CO


  • Ticker MSEX
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 17,638,600
  • Market Cap $942M
  • Description
  • Middlesex Water Company owns and operates regulated water utility and wastewater systems. It operates in two segments, Regulated and Non-Regulated. The Regulated segment collects, treats, and distributes water on a retail and wholesale basis to residential, commercial, industrial, and fire protection customers, as well as provides regulated wast...
More about MSEX
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