Position in SEDG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,184,972
+$525,577 QoQ
Shares Held
23,212
+1.6% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SEDG Over Time
Shares Held
Position Value (USD)
Derivatives in SEDG
reported options exposure · as of Sep 30, 2023CallValue
$25,902
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Solar
Technology · as of Mar 31, 2026Creative Planning holds $30,402,167 across 8 Solar names. SEDG ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXT |
Nextpower Inc.
|
136,686 | $16,477,497 | |
| 2 | FSLR |
First Solar, Inc.
|
27,733 | $5,470,611 | |
| 3 | RUN |
Sunrun Inc.
|
378,268 | $5,129,314 | |
| 4 | ENPH |
Enphase Energy, Inc.
|
40,667 | $1,537,619 | |
| 5 | SEDG |
Solaredge Technologies, Inc.
This page
|
23,212 | $1,184,972 | |
| 6 | ARRY |
Array Technologies, Inc.
|
51,301 | $370,906 | |
| 7 | SHLS |
Shoals Technologies Group, Inc.
|
33,637 | $221,331 | |
| 8 | ZEO |
Zeo Energy Corp.
|
17,278 | $9,917 |
All Filings in SEDG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,184,972 | 23,212 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $659,395 | 22,856 | Shares | Sole | 2026-02-17 | |
| 2023-12-31 | $291,376 | 3,113 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $401,739 | 3,102 | Shares | Sole | 2023-11-16 | |
| 2023-09-30 | $25,902 | 200 | Call | Sole | 2023-11-16 | |
| 2023-06-30 | $626,617 | 2,329 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $655,620 | 2,157 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $728,287 | 2,571 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $652,254 | 2,818 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $793,672 | 2,900 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $668,273 | 2,073 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $460,134 | 1,640 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $481,639 | 1,816 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $560,201 | 2,027 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,440,936 | 5,013 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $31,912 | 100 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $2,101,724 | 6,586 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,264,801 | 9,502 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $736,366 | 5,306 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $8,188 | 100 | Put | Sole | 2020-05-05 | |
| 2020-03-31 | $1,643,495 | 20,072 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||