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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FE holding history

Firstenergy Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FE overviewAll 13F holders of FEFull Q2 2026 holdings

Shares (Q2 2026)
177,904
Value
$8.46M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026177,904$8.46M<0.1%+35,690+25.1%AddedHolders
Q1 2026142,214$7.20M<0.1%+32,266+29.3%AddedHolders
Q4 2025109,948$4.92M<0.1%+18,446+20.2%AddedHolders
Q3 202591,502$4.19M<0.1%+27,325+42.6%AddedHolders
Q2 202564,177$2.58M<0.1%+14,897+30.2%AddedHolders
Q1 202549,280$1.99M<0.1%−2,292−4.4%ReducedHolders
Q4 202451,572$2.05M<0.1%+13,271+34.6%AddedHolders
Q3 202438,301$1.70M<0.1%+1,813+5.0%AddedHolders
Q2 202436,488$1.40M<0.1%+372+1.0%AddedHolders
Q1 202436,116$1.39M<0.1%+7,534+26.4%AddedHolders
Q4 202328,582$1.05M<0.1%−2,866−9.1%ReducedHolders
Q3 202331,448$1.07M<0.1%−6,559−17.3%ReducedHolders
Q2 202338,007$1.48M<0.1%+6,762+21.6%AddedHolders
Q1 202331,245$1.25M<0.1%+5,014+19.1%AddedHolders
Q4 202226,231$1.10M<0.1%+1,982+8.2%AddedHolders
Q3 202224,249$897.0K<0.1%+754+3.2%AddedHolders
Q2 202223,495$902.0K<0.1%+1,744+8.0%AddedHolders
Q1 202221,751$998.0K<0.1%+891+4.3%AddedHolders
Q4 202120,860$868.0K<0.1%−1,542−6.9%ReducedHolders
Q3 202122,402$798.0K<0.1%+5,285+30.9%AddedHolders
Q2 202117,117$637.0K<0.1%−10,291−37.5%ReducedHolders
Q1 202127,408$951.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.