Position in ENIC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,339,189
+$2,003,565 QoQ
Shares Held
742,042
+118.9% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 174 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ENIC 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. ENIC ranks #29 (0.4% 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 ENIC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,339,189 | 742,042 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,335,624 | 338,991 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,273,234 | 316,725 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $974,304 | 250,464 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $801,659 | 220,843 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $615,489 | 188,223 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $523,411 | 181,740 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $273,364 | 97,980 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $330,516 | 118,042 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $346,842 | 113,719 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $306,406 | 94,570 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $223,903 | 75,643 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $246,586 | 74,050 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $177,830 | 65,863 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $138,073 | 61,366 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $14,560 | 10,551 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||