Creative Planning
EU

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
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's EU Position: Q1 2026 in Review

Creative Planning reduced its enCore Energy (EU) stake by 32% in Q1 2026, selling an estimated $59.2K and leaving 48,254 shares worth $86.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3929.

Creative Planning first reported a position in EU in Q1 2025 and has held it in 5 quarters since. The position peaked at $177K in Q4 2025. 157 funds tracked by Wall St. Rank hold EU as of Q1 2026.

  • Creative Planning held 48,254 shares of enCore Energy worth $86.9K as of Q1 2026.
  • Creative Planning sold 23,161 enCore Energy shares in Q1 2026, an estimated $59.2K.
  • enCore Energy made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3929 holding.
  • Creative Planning first reported a position in enCore Energy in Q1 2025 and has held it in 5 quarters since.
  • Creative Planning's enCore Energy position peaked at $177K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held enCore Energy as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.