Position in EXC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$76,736
-$715 QoQ
Shares Held
1,646
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,020
of 1,284 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cornerstone Planning Group LLC holds $2,194,663 across 32 Utilities - Regulated Electric names. EXC ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
This page
|
1,646 | $76,736 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
555 | $64,807 |
All Filings in EXC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,736 | 1,646 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $77,451 | 1,580 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $65,079 | 1,493 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $82,413 | 1,831 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $77,287 | 1,780 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $61,194 | 1,328 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $45,130 | 1,199 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $47,159 | 1,163 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $39,939 | 1,154 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $574 | 16 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $604 | 16 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||