Clean Yield Group’s Middlesex Water MSEX Stock Holding History

Clean Yield Group’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 Q1	$226K	Sell	4,350 -175	-4%	-$9.21K	0.06%	131
2025 Q4	$228K	Hold	4,525	–	–	0.06%	129
2025 Q3	$245K	Hold	4,525	–	–	0.07%	120
2025 Q2	$245K	Hold	4,525	–	–	0.07%	112
2025 Q1	$290K	Sell	4,525 -2,400	-35%	-$130K	0.09%	107
2024 Q4	$364K	Hold	6,925	–	–	0.12%	105
2024 Q3	$452K	Hold	6,925	–	–	0.14%	93
2024 Q2	$362K	Sell	6,925 -150	-2%	-$7.79K	0.14%	91
2024 Q1	$371K	Sell	7,075 -150	-2%	-$8.3K	0.14%	92
2023 Q4	$474K	Sell	7,225 -560	-7%	-$36.9K	0.2%	78
2023 Q3	$524K	Sell	7,785 -275	-3%	-$21.2K	0.23%	71
2023 Q2	$650K	Sell	8,060 -101	-1%	-$7.91K	0.27%	67
2023 Q1	$638K	Sell	8,161 -248	-3%	-$20K	0.27%	71
2022 Q4	$662K	Sell	8,409 -491	-6%	-$42.6K	0.28%	75
2022 Q3	$687K	Sell	8,900 -850	-9%	-$76.1K	0.32%	65
2022 Q2	$855K	Hold	9,750	–	–	0.35%	60
2022 Q1	$1.02M	Sell	9,750 -300	-3%	-$30.6K	0.36%	60
2021 Q4	$1.21M	Hold	10,050	–	–	0.39%	58
2021 Q3	$1.03M	Buy	10,050 +170	+2%	+$17.4K	0.34%	61
2021 Q2	$808K	Sell	9,880 -500	-5%	-$41.4K	0.27%	66
2021 Q1	$820K	Sell	10,380 -300	-3%	-$22.7K	0.31%	63
2020 Q4	$774K	Sell	10,680 -350	-3%	-$24.2K	0.28%	63
2020 Q3	$686K	Sell	11,030 -100	-0.9%	-$6.48K	0.28%	60
2020 Q2	$748K	Sell	11,130 -2,250	-17%	-$142K	0.32%	54
2020 Q1	$804K	Hold	13,380	–	–	0.38%	54
2019 Q4	$851K	Hold	13,380	–	–	0.27%	69
2019 Q3	$869K	Hold	13,380	–	–	0.29%	64
2019 Q2	$793K	Sell	13,380 -1,005	-7%	-$58.4K	0.29%	64
2019 Q1	$805K	Sell	14,385 -337	-2%	-$19K	0.33%	65
2018 Q4	$785K	Hold	14,722	–	–	0.34%	67
2018 Q3	$713K	Sell	14,722 -987	-6%	-$45K	0.28%	78
2018 Q2	$662K	Sell	15,709 -1	-0%	-$41	0.27%	79
2018 Q1	$577K	Sell	15,710 -5,337	-25%	-$198K	0.24%	83
2017 Q4	$840K	Hold	21,047	–	–	0.33%	73
2017 Q3	$827K	Sell	21,047 -1,575	-7%	-$61.2K	0.34%	75
2017 Q2	$860K	Sell	22,622 -1,405	-6%	-$52.5K	0.36%	69
2017 Q1	$888K	Sell	24,027 -3,850	-14%	-$144K	0.37%	69
2016 Q4	$1.2M	Sell	27,877 -3,395	-11%	-$130K	0.54%	59
2016 Q3	$1.1M	Sell	31,272 -2,660	-8%	-$100K	0.48%	63
2016 Q2	$1.47M	Sell	33,932 -18,427	-35%	-$682K	0.63%	55
2016 Q1	$1.8M	Sell	52,359 -105	-0.2%	-$2.98K	0.8%	45
2015 Q4	$1.4M	Buy	52,464 +10,500	+25%	+$268K	0.69%	55
2015 Q3	$1.09M	Buy	+41,964	New	+$963K	0.52%	60

Other funds holding MSEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clean Yield Group's MSEX Position: Q1 2026 in Review

Clean Yield Group reduced its Middlesex Water (MSEX) stake by 3.9% in Q1 2026, selling an estimated $9.21K and leaving 4,350 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #131.

Clean Yield Group first reported a position in MSEX in Q3 2015 and has held it in 43 quarters since. The position peaked at $1.8M in Q1 2016. 219 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

Clean Yield Group held 4,350 shares of Middlesex Water worth $226K as of Q1 2026.
Clean Yield Group sold 175 Middlesex Water shares in Q1 2026, an estimated $9.21K.
Middlesex Water made up 0.06% of Clean Yield Group's portfolio in Q1 2026, its #131 holding.
Clean Yield Group first reported a position in Middlesex Water in Q3 2015 and has held it in 43 quarters since.
Clean Yield Group's Middlesex Water position peaked at $1.8M in Q1 2016.
219 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.