Cornerstone Planning Group LLC
- SEC CIK
- 0001822587
- Latest filing
- Jul 29, 2026
WTRG holding history
Essential Utilities, Inc. in every 13F filed by Cornerstone Planning Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WTRG overviewAll 13F holders of WTRGFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −29−100.0% | Sold out | Holders |
| Q1 2026 | 29 | $1.09K | <0.1% | +29 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −48−100.0% | Sold out | Holders |
| Q3 2025 | 48 | $1.86K | <0.1% | +3+6.7% | Added | Holders |
| Q2 2025 | 45 | $1.71K | <0.1% | +30+200.0% | Added | Holders |
| Q1 2025 | 15 | $614 | <0.1% | +15 | New | Holders |