Creative Planning

Position in ED — Consolidated Edison Inc

CIK 1540235 OVERLAND PARK, KS

Position in ED

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$30,869,391

+$11,233,728 QoQ

Shares Held

272,746

+38.0% QoQ

Ownership

0.074%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.4715009569342905.ToString("F0")% Shared 0.ToString("F0")% None 99.52849904306571.ToString("F0")%

Utilities · as of Mar 31, 2026

Creative Planning holds $679,963,982 across 37 Utilities - Regulated Electric names. ED ranks #6 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,047,897	$97,328,672
2	DUK	Duke Energy CORP	443,982	$58,135,002
3	SO	Southern Co	589,557	$56,904,041
4	AEP	American Electric Power Co Inc	399,995	$52,431,344
5	XEL	Xcel Energy Inc	441,228	$35,051,152
6	ED	Consolidated Edison Inc This page	272,746	$30,869,391
7	EVRG	Evergy, Inc.	375,646	$30,772,919
8	D	Dominion Energy, Inc	448,328	$27,715,636

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,869,391	272,746	+38.0%	Shares	Defined	2026-05-12
2025-12-31	$19,635,663	197,701	+40.1%	Shares	Sole	2026-02-17
2025-09-30	$14,186,990	141,136	+16.3%	Shares	Sole	2025-11-14
2025-06-30	$12,181,887	121,394	+12.2%	Shares	Sole	2025-08-08
2025-03-31	$11,968,049	108,220	+7.2%	Shares	Sole	2025-05-15
2024-12-31	$9,008,393	100,957	+2.1%	Shares	Defined	2025-02-14
2024-09-30	$10,301,372	98,928	+7.9%	Shares	Defined	2024-10-11
2024-06-30	$8,196,145	91,659	+2.6%	Shares	Defined	2024-08-15
2024-03-31	$8,109,423	89,301	+12.8%	Shares	Defined	2024-05-13
2023-12-31	$7,202,367	79,173	-3.6%	Shares	Defined	2024-02-14
2023-09-30	$7,025,776	82,144	+9.0%	Shares	Sole	2023-11-16
2023-06-30	$6,813,990	75,376	+11.4%	Shares	Defined	2023-07-21
2023-03-31	$6,473,510	67,665	-2.0%	Shares	Sole	2023-05-15
2022-12-31	$6,582,585	69,065	-0.7%	Shares	Sole	2023-02-10
2022-09-30	$5,963,321	69,535	-2.4%	Shares	Sole	2022-11-03
2022-06-30	$6,774,258	71,233	+14.8%	Shares	Sole	2022-08-15
2022-03-31	$5,875,556	62,057	+11.8%	Shares	Sole	2022-05-16
2021-12-31	$4,735,089	55,498	+2.4%	Shares	Sole	2022-02-11
2021-09-30	$3,935,684	54,218	+4.9%	Shares	Sole	2021-11-10
2021-06-30	$3,705,628	51,668	-16.1%	Shares	Sole	2021-08-04
2021-03-31	$4,604,388	61,556	+2.5%	Shares	Sole	2021-04-30
2020-12-31	$4,340,825	60,064	-3.1%	Shares	Sole	2021-01-29
2020-09-30	$4,824,689	62,014	-1.5%	Shares	Sole	2020-11-05
2020-06-30	$4,530,511	62,985	+1.1%	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.