Clean Yield Group

Position in MSEX — Middlesex Water Co

CIK 1525865 NORWICH, VT

Position in MSEX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$244,296

+$17,879 QoQ

Shares Held

4,350

0.0% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#126

of 226 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Clean Yield Group holds $10,625,826 across 5 Utilities - Regulated Water names. MSEX ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	50,633	$6,662,290
2	HTO	H2o America	46,155	$2,804,839
3	CWT	California Water Service Group	9,835	$478,472
4	WTRG	Essential Utilities, Inc.	11,379	$435,929
5	MSEX	Middlesex Water Co This page	4,350	$244,296

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$244,296	4,350	0.0%	Shares	Sole	2026-08-05
2026-03-31	$226,417	4,350	-3.9%	Shares	Sole	2026-04-14
2025-12-31	$228,150	4,525	0.0%	Shares	Sole	2026-01-26
2025-09-30	$244,893	4,525	0.0%	Shares	Sole	2025-10-23
2025-06-30	$245,164	4,525	0.0%	Shares	Sole	2025-07-17
2025-03-31	$290,052	4,525	-34.7%	Shares	Sole	2025-04-14
2024-12-31	$364,462	6,925	0.0%	Shares	Sole	2025-01-13
2024-09-30	$451,787	6,925	0.0%	Shares	Sole	2024-10-07
2024-06-30	$361,900	6,925	-2.1%	Shares	Sole	2024-07-10
2024-03-31	$371,437	7,075	-2.1%	Shares	Sole	2024-05-29
2023-12-31	$474,104	7,225	-7.2%	Shares	Sole	2024-01-24
2023-09-30	$515,756	7,785	-3.4%	Shares	Sole	2023-10-12
2023-06-30	$650,119	8,060	-1.2%	Shares	Sole	2023-07-26
2023-03-31	$637,537	8,161	-2.9%	Shares	Sole	2023-04-26
2022-12-31	$661,536	8,409	-5.5%	Shares	Sole	2023-01-31
2022-09-30	$687,080	8,900	-8.7%	Shares	Sole	2022-10-31
2022-06-30	$854,880	9,750	0.0%	Shares	Sole	2022-07-18
2022-03-31	$1,025,407	9,750	-3.0%	Shares	Sole	2022-04-25
2021-12-31	$1,209,015	10,050	0.0%	Shares	Sole	2022-01-24
2021-09-30	$1,032,939	10,050	+1.7%	Shares	Sole	2021-10-27
2021-06-30	$807,492	9,880	-4.8%	Shares	Sole	2021-07-26
2021-03-31	$820,227	10,380	-2.8%	Shares	Sole	2021-04-26
2020-12-31	$773,979	10,680	-3.2%	Shares	Sole	2021-01-26
2020-09-30	$685,514	11,030	-0.9%	Shares	Sole	2020-10-16
2020-06-30	$747,713	11,130	-16.8%	Shares	Sole	2020-07-22
2020-03-31	$804,405	13,380	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.