Position in IDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,634,061
+$3,588,425 QoQ
Shares Held
76,894
+36.6% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#93
of 565 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Creative Planning holds $823,034,542 across 36 Utilities - Regulated Electric names. IDA ranks #22 (1.4% 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 IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,634,061 | 76,894 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,045,636 | 56,275 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,033,164 | 39,769 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,604,390 | 27,275 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,337,515 | 20,247 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,245,137 | 19,318 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,205,597 | 20,183 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,763,250 | 17,104 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,458,262 | 15,655 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $737,824 | 7,943 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $733,859 | 7,464 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $697,691 | 7,450 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $601,236 | 5,860 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $588,665 | 5,434 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $524,258 | 4,861 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $465,247 | 4,699 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $367,118 | 3,466 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $367,536 | 3,186 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $262,312 | 2,315 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $268,477 | 2,597 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $235,462 | 2,415 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $460,661 | 4,608 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $445,099 | 4,635 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $362,346 | 4,535 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $360,401 | 4,125 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $366,962 | 4,180 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||