Position in SEDG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,403,845
+$218,873 QoQ
Shares Held
24,022
+3.5% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#121
of 347 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SEDG Over Time
Shares Held
Position Value (USD)
Derivatives in SEDG
reported options exposure · as of Sep 30, 2023CallValue
$3,600
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 Jun 30, 2026Creative Planning holds $34,400,853 across 9 Solar names. SEDG ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXT |
Nextpower Inc.
|
145,623 | $17,349,524 | |
| 2 | FSLR |
First Solar, Inc.
|
32,874 | $7,756,948 | |
| 3 | RUN |
Sunrun Inc.
|
388,735 | $5,201,273 | |
| 4 | ENPH |
Enphase Energy, Inc.
|
30,930 | $1,522,992 | |
| 5 | SEDG |
Solaredge Technologies, Inc.
This page
|
24,022 | $1,403,845 | |
| 6 | SHLS |
Shoals Technologies Group, Inc.
|
63,587 | $629,510 | |
| 7 | ARRY |
Array Technologies, Inc.
|
46,861 | $347,240 | |
| 8 | JKS |
JinkoSolar Holding Co., Ltd.
|
10,609 | $178,231 |
All Filings in SEDG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,403,845 | 24,022 | Shares | Defined | 2026-08-13 | |
| 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 | $3,600 | 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. | ||||||