Creative Planning

Position in FTS — Fortis Inc.

CIK 1540235 OVERLAND PARK, KS

Position in FTS

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$14,068,787

+$3,387,067 QoQ

Shares Held

252,174

+22.6% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.5012412064685495.ToString("F0")% Shared 0.ToString("F0")% None 99.49875879353145.ToString("F0")%

Utilities · as of Mar 31, 2026

Creative Planning holds $679,963,982 across 37 Utilities - Regulated Electric names. FTS ranks #17 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,047,897	$97,328,672
2	DUK	Duke Energy CORP	443,982	$58,135,002
3	SO	Southern Co	589,557	$56,904,041
4	AEP	American Electric Power Co Inc	399,995	$52,431,344
5	XEL	Xcel Energy Inc	441,228	$35,051,152
6	ED	Consolidated Edison Inc	272,746	$30,869,391
7	EVRG	Evergy, Inc.	375,646	$30,772,919
8	D	Dominion Energy, Inc	448,328	$27,715,636

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,068,787	252,174	+22.6%	Shares	Sole	2026-05-12
2025-12-31	$10,681,720	205,655	+97.1%	Shares	Sole	2026-02-17
2025-09-30	$5,293,298	104,322	+34.3%	Shares	Defined	2025-11-14
2025-06-30	$3,708,954	77,707	+6.9%	Shares	Defined	2025-08-08
2025-03-31	$3,314,030	72,708	+19.7%	Shares	Sole	2025-05-15
2024-12-31	$2,524,712	60,734	+16.2%	Shares	Defined	2025-02-14
2024-09-30	$2,374,966	52,266	+21.1%	Shares	Defined	2024-10-11
2024-06-30	$1,676,254	43,158	-5.6%	Shares	Defined	2024-08-15
2024-03-31	$1,806,001	45,710	+4.3%	Shares	Sole	2024-05-13
2023-12-31	$1,802,562	43,826	+30.2%	Shares	Defined	2024-02-14
2023-09-30	$1,278,857	33,663	-0.6%	Shares	Defined	2023-11-16
2023-06-30	$1,459,414	33,869	+60.6%	Shares	Defined	2023-07-21
2023-03-31	$897,127	21,094	+15.5%	Shares	Sole	2023-05-15
2022-12-31	$731,090	18,259	+52.6%	Shares	Sole	2023-02-10
2022-09-30	$454,626	11,967	+8.5%	Shares	Sole	2022-11-03
2022-06-30	$521,529	11,033	+17.7%	Shares	Sole	2022-08-15
2022-03-31	$464,161	9,377	+2.8%	Shares	Sole	2022-05-16
2021-12-31	$440,174	9,119	-0.7%	Shares	Sole	2022-02-11
2021-09-30	$407,082	9,183	+18.1%	Shares	Sole	2021-11-10
2021-06-30	$344,020	7,778	-6.0%	Shares	Sole	2021-08-04
2021-03-31	$358,886	8,275	+0.0%	Shares	Sole	2021-04-30
2020-12-31	$337,663	8,272	+5.2%	Shares	Sole	2021-01-29
2020-09-30	$321,282	7,863	+4.0%	Shares	Sole	2020-11-05
2020-06-30	$287,960	7,562	-12.2%	Shares	Sole	2020-07-23
2020-03-31	$331,876	8,609	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.