Position in ELPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,273,392
+$156,025 QoQ
Shares Held
195,141
+10.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 139 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Creative Planning holds $823,034,542 across 36 Utilities - Regulated Electric names. ELPC ranks #31 (0.3% 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 ELPC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,273,392 | 195,141 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||