Cornerstone Planning Group LLC

Position in MSEX — Middlesex Water Co

CIK 1822587 FAIRFIELD, NJ

Position in MSEX

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

Position Value

$505

+$235 QoQ

Shares Held

+80.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#212

of 227 holders

Holding Since

Jun 2025

2 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. MSEX ranks #6 (2.2% 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	11	$535
6	MSEX	Middlesex Water Co This page	9	$505

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$505	9	+80.0%	Shares	Sole	2026-07-29
2025-06-30	$270	5	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.