Cornerstone Planning Group LLC

Position in ES — Eversource Energy

CIK 1822587 FAIRFIELD, NJ

Position in ES

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

Position Value

$127,990

+$5,503 QoQ

Shares Held

1,771

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#857

of 1,114 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $2,194,663 across 32 Utilities - Regulated Electric names. ES ranks #3 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	12,998	$1,054,917
2	SO	Southern Co	2,509	$240,136
3	ES	Eversource Energy This page	1,771	$127,990
4	AEP	American Electric Power Co Inc	718	$98,229
5	NEE	Nextera Energy Inc	939	$82,416
6	ED	Consolidated Edison Inc	711	$78,657
7	EXC	Exelon Corp	1,646	$76,736
8	WEC	Wec Energy Group, Inc.	555	$64,807

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$127,990	1,771	+0.2%	Shares	Sole	2026-07-29
2026-03-31	$122,487	1,768	+1.5%	Shares	Sole	2026-05-06
2025-12-31	$117,288	1,742	-0.4%	Shares	Sole	2026-02-02
2025-09-30	$124,423	1,749	+0.2%	Shares	Sole	2025-11-04
2025-06-30	$111,016	1,745	+4054.8%	Shares	Sole	2025-08-11
2025-03-31	$2,608	42	+100.0%	Shares	Sole	2025-04-30
2024-12-31	$1,206	21	-22.2%	Shares	Sole	2025-01-29
2024-09-30	$1,837	27	+28.6%	Shares	Sole	2024-11-05
2024-06-30	$1,190	21	+31.2%	Shares	Sole	2024-08-13
2024-03-31	$956	16	-38.5%	Shares	Sole	2024-05-07
2023-12-31	$1,604	26	-23.5%	Shares	Sole	2024-02-12
2023-09-30	$1,977	34	0.0%	Shares	Sole	2023-11-08
2023-06-30	$2,411	34	-42.4%	Shares	Sole	2023-08-15
2022-12-31	$4,946	59	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.