Creative Planning’s enCore Energy EU Stock Holding History

Creative Planning’s Portfolio EU Stock Details EU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.8K	Sell	24,262 -23,992	-50%	-$40.3K	﹤0.01%	4163
2026 Q1	$86.9K	Sell	48,254 -23,161	-32%	-$59.2K	﹤0.01%	3929
2025 Q4	$177K	Buy	71,415 +36,965	+107%	+$106K	﹤0.01%	3590
2025 Q3	$111K	Buy	34,450 +10,288	+43%	+$27.7K	﹤0.01%	3658
2025 Q2	$69.1K	Buy	24,162 +9,612	+66%	+$17.3K	﹤0.01%	3483
2025 Q1	$19.9K	Buy	+14,550	New	+$37.4K	﹤0.01%	3405

Other funds holding EU

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's EU Position: Q2 2026 in Review

Creative Planning reduced its enCore Energy (EU) stake by 50% in Q2 2026, selling an estimated $40.3K and leaving 24,262 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4163.

Creative Planning first reported a position in EU in Q1 2025 and has held it in 6 quarters since. The position peaked at $177K in Q4 2025. 144 funds tracked by Wall St. Rank hold EU as of Q2 2026.

Creative Planning held 24,262 shares of enCore Energy worth $31.8K as of Q2 2026.
Creative Planning sold 23,992 enCore Energy shares in Q2 2026, an estimated $40.3K.
enCore Energy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4163 holding.
Creative Planning first reported a position in enCore Energy in Q1 2025 and has held it in 6 quarters since.
Creative Planning's enCore Energy position peaked at $177K in Q4 2025.
144 funds tracked by Wall St. Rank held enCore Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.