Cornerstone Planning Group LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1822587 FAIRFIELD, NJ

Position in PEG

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

Position Value

$1,054,917

+$10,258 QoQ

Shares Held

12,998

+0.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#510

of 1,308 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. PEG ranks #1 (48.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc This page	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

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,054,917	12,998	+0.7%	Shares	Sole	2026-07-29
2026-03-31	$1,044,659	12,905	+9.6%	Shares	Sole	2026-05-06
2025-12-31	$945,934	11,780	+3990.3%	Shares	Sole	2026-02-02
2025-09-30	$507	288	-97.5%	Shares	Sole	2025-11-04
2025-06-30	$980,107	11,643	-0.8%	Shares	Sole	2025-08-11
2025-03-31	$965,625	11,733	+2.2%	Shares	Sole	2025-04-30
2024-12-31	$970,367	11,485	+0.7%	Shares	Sole	2025-01-29
2024-09-30	$1,017,796	11,409	+0.2%	Shares	Sole	2024-11-05
2024-06-30	$839,148	11,386	+0.0%	Shares	Sole	2024-08-13
2024-03-31	$760,156	11,383	+1.8%	Shares	Sole	2024-05-07
2023-12-31	$684,085	11,187	+0.0%	Shares	Sole	2024-02-12
2023-09-30	$636,481	11,184	-0.7%	Shares	Sole	2023-11-08
2023-06-30	$704,988	11,260	+0.9%	Shares	Sole	2023-08-15
2022-12-31	$683,711	11,159	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.