Cornerstone Planning Group LLC

Position in CWT — California Water Service Group

CIK 1822587 FAIRFIELD, NJ

Position in CWT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$535

+$260 QoQ

Shares Held

+83.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#326

of 344 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $23,068 across 6 Utilities - Regulated Water names. CWT ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	85	$11,184
2	YORW	York Water Co	247	$7,570
3	AWR	American States Water Co	29	$2,396
4	PCYO	Pure Cycle Corp	82	$878
5	CWT	California Water Service Group This page	11	$535
6	MSEX	Middlesex Water Co	9	$505

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$535	11	+83.3%	Shares	Sole	2026-07-29
2025-09-30	$275	6	0.0%	Shares	Sole	2025-11-04
2025-06-30	$272	6	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.