Creative Planning

Position in CIG — Energy Co Of Minas Gerais

CIK 1540235 OVERLAND PARK, KS

Position in CIG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$447,680

+$184,972 QoQ

Shares Held

213,181

+93.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#59

of 208 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Creative Planning holds $826,373,731 across 37 Utilities - Regulated Electric names. CIG ranks #36 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,045,998	$91,807,244
2	DUK	Duke Energy CORP	498,222	$63,064,939
3	AEP	American Electric Power Co Inc	453,339	$62,021,307
4	SO	Southern Co	625,306	$59,848,036
5	EVRG	Evergy, Inc.	536,615	$46,379,634
6	XEL	Xcel Energy Inc	534,313	$42,905,333
7	ED	Consolidated Edison Inc	386,650	$42,775,088
8	D	Dominion Energy, Inc	490,357	$33,486,479

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$447,680	213,181	+93.9%	Shares	Defined	2026-08-13
2026-03-31	$262,708	109,920	+7.2%	Shares	Sole	2026-05-12
2025-12-31	$205,002	102,501	-1.5%	Shares	Sole	2026-02-17
2025-09-30	$219,598	104,075	-6.6%	Shares	Sole	2025-11-14
2025-06-30	$218,342	111,399	-15.1%	Shares	Sole	2025-08-08
2025-03-31	$231,031	131,268	-29.6%	Shares	Sole	2025-05-15
2024-12-31	$330,148	186,525	-15.3%	Shares	Defined	2025-02-14
2024-09-30	$453,469	220,131	+2.5%	Shares	Defined	2024-10-11
2024-06-30	$378,026	214,788	+88.5%	Shares	Defined	2024-08-15
2024-03-31	$281,482	113,961	+30.6%	Shares	Sole	2024-05-13
2023-12-31	$202,436	87,258	+0.3%	Shares	Defined	2024-02-14
2023-09-30	$210,528	86,997	+14.8%	Shares	Sole	2023-11-16
2023-06-30	$199,372	75,806	+0.4%	Shares	Sole	2023-07-21
2023-03-31	$169,135	75,506	+13.2%	Shares	Sole	2023-05-15
2022-12-31	$135,417	66,710	+91.8%	Shares	Sole	2023-02-10
2022-09-30	$70,267	34,787	-5.2%	Shares	Sole	2022-11-03
2022-06-30	$74,139	36,704	+87.5%	Shares	Sole	2022-08-15
2022-03-31	$63,040	19,578	0.0%	Shares	Sole	2022-05-16
2021-12-31	$47,573	19,578	0.0%	Shares	Sole	2022-02-11
2021-09-30	$49,337	19,578	+48.6%	Shares	Sole	2021-11-10
2021-06-30	$31,354	13,174	-25.3%	Shares	Sole	2021-08-04
2021-03-31	$40,039	17,638	0.0%	Shares	Sole	2021-04-30
2020-12-31	$50,797	17,638	+4.2%	Shares	Sole	2021-01-29
2020-09-30	$31,321	16,930	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.