Position in PLPC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,242,471
+$715,361 QoQ
Shares Held
4,589
+80.0% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLPC Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026Creative Planning holds $124,912,506 across 19 Electrical Equipment & Parts names. PLPC ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
170,008 | $42,600,603 | |
| 2 | BE |
Bloom Energy Corp
|
171,286 | $23,207,539 | |
| 3 | AEIS |
Advanced Energy Industries Inc
|
55,620 | $17,949,130 | |
| 4 | NVT |
nVent Electric plc
|
91,598 | $10,834,211 | |
| 5 | HUBB |
Hubbell Inc
|
14,782 | $7,254,118 | |
| 6 | AYI |
Acuity Inc. (De)
|
21,136 | $5,922,729 | |
| 7 | ENS |
EnerSys
|
30,706 | $5,334,246 | |
| 8 | KE |
Kimball Electronics, Inc.
|
140,426 | $3,326,691 |
All Filings in PLPC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,242,471 | 4,589 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $527,110 | 2,550 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $244,795 | 1,248 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||