Position in KE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,325,606
+$998,915 QoQ
Shares Held
168,969
+20.3% QoQ
Ownership
0.705%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#33
of 172 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in KE 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. KE ranks #9 (2.0% 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 KE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,325,606 | 168,969 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,326,691 | 140,426 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,189,423 | 114,645 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,027,027 | 101,374 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,671,317 | 86,912 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $407,400 | 24,766 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $360,289 | 19,236 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $219,010 | 11,832 | Shares | Defined | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||