Cassaday & Co Wealth Management’s Middlesex Water MSEX Stock Holding History

Cassaday & Co Wealth Management’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	$114K	Buy	+2,187	New	+$115K	﹤0.01%	428

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

Cassaday & Co Wealth Management's MSEX Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Middlesex Water (MSEX) in Q1 2026: 2,187 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #428 among its holdings.

219 funds tracked by Wall St. Rank hold MSEX as of Q1 2026.

Cassaday & Co Wealth Management held 2,187 shares of Middlesex Water worth $114K as of Q1 2026.
Middlesex Water was a new Cassaday & Co Wealth Management position in Q1 2026.
Middlesex Water made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #428 holding.
219 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.