Creative Planning

Position in NGG — National Grid PLC

CIK 1540235 OVERLAND PARK, KS

Position in NGG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$16,658,029

+$2,848,095 QoQ

Shares Held

201,014

+23.1% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#42

of 614 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Creative Planning holds $826,373,731 across 37 Utilities - Regulated Electric names. NGG ranks #21 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,658,029	201,014	+23.1%	Shares	Defined	2026-08-13
2026-03-31	$13,809,934	163,238	+19.3%	Shares	Defined	2026-05-12
2025-12-31	$10,581,944	136,806	+29.8%	Shares	Sole	2026-02-17
2025-09-30	$7,659,417	105,400	+18.1%	Shares	Defined	2025-11-14
2025-06-30	$6,640,273	89,239	+23.3%	Shares	Defined	2025-08-08
2025-03-31	$4,748,983	72,382	+14.1%	Shares	Sole	2025-05-15
2024-12-31	$3,769,544	63,439	-1.6%	Shares	Defined	2025-02-14
2024-09-30	$4,490,718	64,457	+39.7%	Shares	Defined	2024-10-11
2024-06-30	$2,621,432	46,152	-16.1%	Shares	Defined	2024-08-15
2024-03-31	$3,753,123	55,015	+14.3%	Shares	Sole	2024-05-13
2023-12-31	$3,273,310	48,144	-1.0%	Shares	Defined	2024-02-14
2023-09-30	$2,947,405	48,613	+11.7%	Shares	Sole	2023-11-16
2023-06-30	$2,929,999	43,517	+12.3%	Shares	Defined	2023-07-21
2023-03-31	$2,635,223	38,759	+5.4%	Shares	Sole	2023-05-15
2022-12-31	$2,219,172	36,790	+24.8%	Shares	Sole	2023-02-10
2022-09-30	$1,519,104	29,480	+13.1%	Shares	Sole	2022-11-03
2022-06-30	$1,686,144	26,065	-0.1%	Shares	Sole	2022-08-15
2022-03-31	$2,005,384	26,088	+10.1%	Shares	Sole	2022-05-16
2021-12-31	$1,714,056	23,701	+2.3%	Shares	Sole	2022-02-11
2021-09-30	$1,381,865	23,174	+68.8%	Shares	Sole	2021-11-10
2021-06-30	$877,576	13,725	-13.9%	Shares	Sole	2021-08-04
2021-03-31	$944,463	15,943	+20.0%	Shares	Sole	2021-04-30
2020-12-31	$784,095	13,283	+10.6%	Shares	Sole	2021-01-29
2020-09-30	$694,057	12,010	+12.8%	Shares	Sole	2020-11-05
2020-06-30	$646,820	10,649	-1.0%	Shares	Sole	2020-07-23
2020-03-31	$626,693	10,755	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.