Ownership history in Clean Yield Group Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Clean Yield Group underperformed the S&P 500 by β30.0% annually on this MSEX position. Timing score: 43% (13/30 decisions correct). Average cost basis: $20.10. Maximum drawdown during holding period: β54.8%.
β Significantly underperformed the S&P 500 by 30.0% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
13 of 30 add/trim decisions correct
Best entry: $19.39 (2015 Q3) Β· Worst: $93.92 (2021 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 27 trims. Bought during 0 of 17 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.06% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size