Position in EIX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,342,146
+$2,744,587 QoQ
Shares Held
380,687
+8.8% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#99
of 1,069 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in EIX 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. EIX ranks #12 (3.4% 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 EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,342,146 | 380,687 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $25,597,559 | 349,789 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,157,504 | 269,202 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,588,340 | 137,271 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,522,886 | 68,273 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,848,350 | 82,287 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,362,537 | 54,641 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,438,280 | 50,962 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,438,548 | 47,884 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,457,069 | 48,877 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,515,592 | 49,176 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,185,448 | 50,331 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,071,217 | 44,222 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,205,562 | 45,411 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,604,984 | 40,946 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,168,315 | 38,323 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,276,387 | 35,996 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,238,363 | 31,931 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,924,377 | 28,196 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,781,141 | 32,110 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,790,569 | 30,968 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,247,603 | 38,355 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,591,262 | 41,249 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,972,185 | 38,792 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,043,305 | 37,623 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,093,690 | 38,213 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||