Position in ENR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,744,422
+$1,079,133 QoQ
Shares Held
81,363
+100.8% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 284 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ENR Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Creative Planning holds $218,477,874 across 19 Electrical Equipment & Parts names. ENR ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
203,031 | $61,457,483 | |
| 2 | VRT |
Vertiv Holdings Co
|
181,770 | $60,860,230 | |
| 3 | AEIS |
Advanced Energy Industries Inc
|
57,907 | $21,591,782 | |
| 4 | NVT |
nVent Electric plc
|
117,505 | $19,930,022 | |
| 5 | AYI |
Acuity Inc. (De)
|
46,960 | $17,687,952 | |
| 6 | ENS |
EnerSys
|
39,868 | $9,321,935 | |
| 7 | HUBB |
Hubbell Inc
|
14,877 | $7,783,646 | |
| 8 | POWL |
Powell Industries Inc
|
17,012 | $4,871,555 |
All Filings in ENR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,744,422 | 81,363 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $665,289 | 40,517 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,362,842 | 68,519 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,789,820 | 112,086 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,040,820 | 51,628 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $564,171 | 18,856 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,237,722 | 35,475 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $782,184 | 24,628 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $511,837 | 17,327 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $261,338 | 8,877 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $376,136 | 11,873 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $379,897 | 11,857 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $347,619 | 10,352 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $278,849 | 8,036 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $245,082 | 7,305 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||