Cornerstone Planning Group LLC

Position in WTRG — Essential Utilities, Inc.

CIK 1822587 FAIRFIELD, NJ

Position in WTRG

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$1,167

-$748 QoQ

Shares Held

-39.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

4 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.

#	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	9	$505

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,167	29	-39.6%	Shares	Sole	2026-05-06
2025-09-30	$1,915	48	+6.7%	Shares	Sole	2025-11-04
2025-06-30	$1,671	45	+200.0%	Shares	Sole	2025-08-11
2025-03-31	$592	15	—	Shares	Sole	2025-04-30
No filing history on record for this holder in this stock.