Position in ES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,552,430
+$6,745,871 QoQ
Shares Held
256,710
+50.6% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#122
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ES 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. ES ranks #18 (2.2% 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 ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,552,430 | 256,710 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,806,559 | 170,418 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,709,876 | 129,361 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,557,928 | 120,297 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,943,316 | 93,419 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,907,592 | 95,115 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,190,982 | 90,388 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,863,187 | 86,160 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,578,927 | 80,743 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,983,442 | 83,377 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,307,870 | 69,797 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,501,449 | 77,411 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $4,927,166 | 69,475 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $5,495,651 | 70,223 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,879,950 | 70,133 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,435,916 | 69,727 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,094,172 | 72,146 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,129,734 | 69,506 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,919,886 | 65,068 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,148,754 | 62,974 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,338,045 | 66,526 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,246,401 | 60,589 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,006,074 | 57,867 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,004,060 | 59,893 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,077,055 | 60,971 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,967,195 | 63,511 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||