Position in CNP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,716,979
+$1,578,825 QoQ
Shares Held
152,520
+28.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#188
of 864 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CNP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Creative Planning holds $826,373,731 across 37 Utilities - Regulated Electric names. CNP ranks #27 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in CNP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,716,979 | 152,520 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,138,154 | 119,049 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,592,036 | 93,689 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,451,803 | 88,964 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,890,849 | 78,684 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,776,594 | 76,638 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,331,551 | 73,481 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,841,014 | 62,577 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,293,695 | 74,038 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,285,581 | 80,224 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,884,705 | 65,968 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,814,173 | 67,567 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,916,495 | 65,746 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $8,047,323 | 273,161 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,870,446 | 62,369 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,448,480 | 51,401 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,341,896 | 45,365 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,773,841 | 57,893 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,090,387 | 39,068 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $941,023 | 38,253 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $863,520 | 35,217 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,387,742 | 61,269 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,271,999 | 58,780 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,129,382 | 58,366 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $978,942 | 52,434 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $869,927 | 56,306 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||