Ownership history in Clean Yield Group · 42 quarters on record
This page tracks every 13F SEC filing in which Clean Yield Group reported a position in MIDDLESEX WATER CO COM (MSEX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 4,525 | — | 0% | 0.06% | $228K | $50.09 |
| 2025 Q3 | UNCHANGED | 4,525 | — | 0% | 0.07% | $245K | $53.40 |
| 2025 Q2 | UNCHANGED | 4,525 | — | 0% | 0.07% | $245K | $53.12 |
| 2025 Q1 | REDUCED | 4,525 | -2,400 | -34.7% | 0.09% | $290K | $62.45 |
| 2024 Q4 | UNCHANGED | 6,925 | — | 0% | 0.12% | $364K | $50.93 |
| 2024 Q3 | UNCHANGED | 6,925 | — | 0% | 0.14% | $452K | $62.81 |
| 2024 Q2 | REDUCED | 6,925 | -150 | -2.1% | 0.14% | $362K | $50.05 |
| 2024 Q1 | REDUCED | 7,075 | -150 | -2.1% | 0.14% | $371K | $50.00 |
| 2023 Q4 | REDUCED | 7,225 | -560 | -7.2% | 0.20% | $474K | $62.12 |
| 2023 Q3 | REDUCED | 7,785 | -275 | -3.4% | 0.23% | $524K | $62.41 |
As of 2025 Q4 — sorted by position size