Position in ED
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,775,088
+$11,905,697 QoQ
Shares Held
386,650
+41.8% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#88
of 1,428 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ED 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. ED ranks #7 (5.2% 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
This page
|
386,650 | $42,775,088 | |
| 8 | D |
Dominion Energy, Inc
|
490,357 | $33,486,479 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,775,088 | 386,650 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $30,869,391 | 272,746 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $19,635,663 | 197,701 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,186,990 | 141,136 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,181,887 | 121,394 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,968,049 | 108,220 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,008,393 | 100,957 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,301,372 | 98,928 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $8,196,145 | 91,659 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $8,109,423 | 89,301 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,202,367 | 79,173 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,025,776 | 82,144 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $6,813,990 | 75,376 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $6,473,510 | 67,665 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,582,585 | 69,065 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,963,321 | 69,535 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,774,258 | 71,233 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,875,556 | 62,057 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,735,089 | 55,498 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,935,684 | 54,218 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,705,628 | 51,668 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,604,388 | 61,556 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,340,825 | 60,064 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,824,689 | 62,014 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,530,511 | 62,985 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,859,244 | 62,298 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||