Cassady Schiller Wealth Management’s Middlesex Water MSEX Stock Holding History

Cassady Schiller 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
2024 Q4	$632	Buy	+12	New	+$754	﹤0.01%	907

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Cassady Schiller Wealth Management's MSEX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Middlesex Water (MSEX) in Q4 2024: 12 shares worth $632. The stake represents ﹤0.01% of the portfolio and ranks #907 among its holdings.

210 funds tracked by Wall St. Rank hold MSEX as of Q4 2024.

Cassady Schiller Wealth Management held 12 shares of Middlesex Water worth $632 as of Q4 2024.
Middlesex Water was a new Cassady Schiller Wealth Management position in Q4 2024.
Middlesex Water made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #907 holding.
210 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.