Cassaday & Co Wealth Management LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1963612 MCLEAN, VA

Position in WTRG

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

Position Value

$38,080

-$1,948 QoQ

Shares Held

994

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#548

of 693 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. WTRG ranks #2 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSEX	Middlesex Water Co	2,187	$122,821
2	WTRG	Essential Utilities, Inc. This page	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	$38,080	994	0.0%	Shares	Sole	2026-08-10
2026-03-31	$40,028	994	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.