Creative Planning Utilities—Regulated Electric

Creative Planning

  • $106 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$150B
$62.3 Million 0.06% of portfolio
878,623
Q1 2025 Added 4.87%
$103B
$41 Million 0.04% of portfolio
445,496
Q1 2025 Added 15.95%
$92.3B
$39.7 Million 0.04% of portfolio
325,261
Q1 2025 Added 4.9%
$55.8B
$32.6 Million 0.03% of portfolio
298,041
Q1 2025 Added 3.95%
$39.1B
$21.8 Million 0.02% of portfolio
307,601
Q1 2025 Added 3.07%
$34.2B
$16.7 Million 0.02% of portfolio
153,194
Q1 2025 Added 133.45%
$48B
$15.5 Million 0.01% of portfolio
276,835
Q1 2025 Added 3.65%
$36.2B
$12 Million 0.01% of portfolio
108,220
Q1 2025 Added 7.19%
$42.1B
$11 Million 0.01% of portfolio
133,397
Q1 2025 Added 33.68%
$43.4B
$10.1 Million 0.01% of portfolio
220,059
Q1 2025 Added 12.88%
$15.9B
$10.1 Million 0.01% of portfolio
146,531
Q1 2025 Added 7.76%
$26.7B
$9.8 Million 0.01% of portfolio
70,878
Q1 2025 Added 0.47%
$25.7B
$9.66 Million 0.01% of portfolio
96,212
Q1 2025 Reduced 2.71%
$17.7B
$7.34 Million 0.01% of portfolio
85,909
Q1 2025 Added 12.68%
$22.7B
$5.91 Million 0.01% of portfolio
95,115
Q1 2025 Added 5.23%
$9.03B
$5.49 Million 0.01% of portfolio
119,400
Q1 2025 Reduced 1.3%
$19.4B
$4.85 Million 0.0% of portfolio
82,287
Q1 2025 Added 50.6%
$53.1B
$4.75 Million 0.0% of portfolio
72,382
Q1 2025 Added 14.1%
$26.6B
$4.65 Million 0.0% of portfolio
128,651
Q1 2025 Added 5.68%
$26.6B
$3.32 Million 0.0% of portfolio
193,242
Q1 2025 Added 20.72%
$23B
$3.31 Million 0.0% of portfolio
72,708
Q1 2025 Added 19.72%
$21B
$3.16 Million 0.0% of portfolio
42,118
Q1 2025 Added 3.12%
$23.6B
$2.78 Million 0.0% of portfolio
76,638
Q1 2025 Added 4.3%
$10.5B
$2.56 Million 0.0% of portfolio
26,903
Q1 2025 Added 3.37%
$6.13B
$2.25 Million 0.0% of portfolio
19,318
Q1 2025 Reduced 4.29%
$23.5B
$1.99 Million 0.0% of portfolio
49,280
Q1 2025 Reduced 4.44%
$4.05B
$1.39 Million 0.0% of portfolio
31,092
Q1 2025 Added 16.75%
$3.57B
$1.02 Million 0.0% of portfolio
24,580
Q1 2025 Added 4.45%
$4.65B
$615,000 0.0% of portfolio
188,223
Q1 2025 Added 3.57%
$16.2B
$394,000 0.0% of portfolio
55,530
Q1 2025 Reduced 16.45%
Filter Shares Options
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email