Cassaday & Co Wealth Management LLC

Position in MSEX — Middlesex Water Co

CIK 1963612 MCLEAN, VA

Position in MSEX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$122,821

+$8,988 QoQ

Shares Held

2,187

0.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#148

of 226 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $169,753 across 4 Utilities - Regulated Water names. MSEX ranks #1 (72.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSEX	Middlesex Water Co This page	2,187	$122,821
2	WTRG	Essential Utilities, Inc.	994	$38,080
3	AWK	American Water Works Company, Inc.	61	$8,026
4	AWR	American States Water Co	10	$826

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$122,821	2,187	0.0%	Shares	Sole	2026-08-10
2026-03-31	$113,833	2,187	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.