Cornerstone Planning Group LLC

Position in EVRG — Evergy, Inc.

CIK 1822587 FAIRFIELD, NJ

Position in EVRG

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

Position Value

$2,852

-$588 QoQ

Shares Held

-21.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#888

of 939 holders

Holding Since

Dec 2022

12 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. EVRG ranks #26 (0.1% 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	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

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,852	33	-21.4%	Shares	Sole	2026-07-29
2026-03-31	$3,440	42	+2.4%	Shares	Sole	2026-05-06
2025-12-31	$2,972	41	+46.4%	Shares	Sole	2026-02-02
2025-09-30	$2,128	28	+47.4%	Shares	Sole	2025-11-04
2025-06-30	$1,309	19	+58.3%	Shares	Sole	2025-08-11
2025-03-31	$827	12	+71.4%	Shares	Sole	2025-04-30
2024-12-31	$430	7	-81.1%	Shares	Sole	2025-01-29
2024-03-31	$1,975	37	-72.4%	Shares	Sole	2024-05-07
2023-12-31	$6,994	134	-11.3%	Shares	Sole	2024-02-12
2023-09-30	$7,655	151	-59.3%	Shares	Sole	2023-11-08
2023-06-30	$21,673	371	-62.4%	Shares	Sole	2023-08-15
2022-12-31	$62,174	988	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.