Position in ELPC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,117,367
+$852,880 QoQ
Shares Held
177,334
+33.4% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ELPC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Creative Planning holds $679,963,982 across 37 Utilities - Regulated Electric names. ELPC ranks #30 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
|
272,746 | $30,869,391 | |
| 7 | EVRG |
Evergy, Inc.
|
375,646 | $30,772,919 | |
| 8 | D |
Dominion Energy, Inc
|
448,328 | $27,715,636 |
All Filings in ELPC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,117,367 | 177,334 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,264,487 | 132,964 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||