Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,604,630
+$7,891,999 QoQ
Shares Held
656,470
+41.7% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#123
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC 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. EXC ranks #9 (3.7% 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 EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,604,630 | 656,470 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $22,712,631 | 463,334 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $12,282,833 | 281,781 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,829,900 | 240,611 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,216,538 | 350,450 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,140,318 | 220,059 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,337,879 | 194,949 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,161,254 | 201,264 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,671,548 | 134,977 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,524,667 | 147,050 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,429,018 | 123,371 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,956,460 | 131,158 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $4,958,668 | 121,715 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $4,710,655 | 112,453 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,795,028 | 110,919 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,749,783 | 100,101 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,103,439 | 112,609 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,257,121 | 89,379 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,928,373 | 85,325 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,620,519 | 74,897 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,225,728 | 72,799 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,457,823 | 79,054 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,218,639 | 76,235 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,073,069 | 85,936 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,000,136 | 82,671 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,184,733 | 86,518 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||