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Livermore
Livermore
ZHEN

Clean Yield Group

SEC CIK
0001525865
Latest filing
Aug 5, 2026

MSEX holding history

Middlesex Water Co in every 13F filed by Clean Yield Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSEX overviewAll 13F holders of MSEXFull Q2 2026 holdings

Shares (Q2 2026)
4,350
Value
$244.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MSEX by Clean Yield Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,350$244.3K0.1%00.0%UnchangedHolders
Q1 20264,350$226.4K0.1%−175−3.9%ReducedHolders
Q4 20254,525$228.2K0.1%00.0%UnchangedHolders
Q3 20254,525$244.9K0.1%00.0%UnchangedHolders
Q2 20254,525$245.2K0.1%00.0%UnchangedHolders
Q1 20254,525$290.1K0.1%−2,400−34.7%ReducedHolders
Q4 20246,925$364.5K0.1%00.0%UnchangedHolders
Q3 20246,925$451.8K0.1%00.0%UnchangedHolders
Q2 20246,925$361.9K0.1%−150−2.1%ReducedHolders
Q1 20247,075$371.4K0.1%−150−2.1%ReducedHolders
Q4 20237,225$474.1K0.2%−560−7.2%ReducedHolders
Q3 20237,785$524.2K0.2%−275−3.4%ReducedHolders
Q2 20238,060$650.1K0.3%−101−1.2%ReducedHolders
Q1 20238,161$637.5K0.3%−248−2.9%ReducedHolders
Q4 20228,409$661.5K0.3%−491−5.5%ReducedHolders
Q3 20228,900$687.0K0.3%−850−8.7%ReducedHolders
Q2 20229,750$855.0K0.4%00.0%UnchangedHolders
Q1 20229,750$1.02M0.4%−300−3.0%ReducedHolders
Q4 202110,050$1.21M0.4%00.0%UnchangedHolders
Q3 202110,050$1.03M0.4%+170+1.7%AddedHolders
Q2 20219,880$808.0K0.3%−500−4.8%ReducedHolders
Q1 202110,380$820.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.