Creative Planning
NNI icon

Creative Planning’s Nelnet NNI Stock Holding History

Creative Planning’s Portfolio NNI Stock Details NNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.72M Sell
12,914
-1,865
-13% -$247K ﹤0.01% 2206
2026
Q1 		$1.91M Buy
14,779
+1,634
+12% +$215K ﹤0.01% 1926
2025
Q4 		$1.75M Buy
13,145
+2,318
+21% +$303K ﹤0.01% 1831
2025
Q3 		$1.36M Buy
10,827
+2,040
+23% +$255K ﹤0.01% 1842
2025
Q2 		$1.06M Sell
8,787
-370
-4% -$41.3K ﹤0.01% 1802
2025
Q1 		$1.02M Buy
9,157
+2,815
+44% +$315K ﹤0.01% 1701
2024
Q4 		$677K Buy
6,342
+1,584
+33% +$175K ﹤0.01% 1953
2024
Q3 		$539K Buy
4,758
+310
+7% +$34K ﹤0.01% 2047
2024
Q2 		$449K Buy
4,448
+898
+25% +$89.3K ﹤0.01% 2024
2024
Q1 		$336K Buy
3,550
+280
+9% +$24.6K ﹤0.01% 2153
2023
Q4 		$288K Buy
3,270
+136
+4% +$11.8K ﹤0.01% 2112
2023
Q3 		$280K Buy
3,134
+848
+37% +$80K ﹤0.01% 1992
2023
Q2 		$221K Buy
2,286
+35
+2% +$3.33K ﹤0.01% 2144
2023
Q1 		$207K Buy
+2,251
New +$209K ﹤0.01% 2111
2018
Q3 		– Sell
-5,925
Closed -$346K – 2143
2018
Q2 		$346K Hold
5,925
– – ﹤0.01% 1279
2018
Q1 		$311K Buy
5,925
+379
+7% +$20.1K ﹤0.01% 1325
2017
Q4 		$304K Buy
+5,546
New +$300K ﹤0.01% 1356
2017
Q3 		– Sell
-3,046
Closed -$143K – 3078
2017
Q2 		$143K Hold
3,046
– – ﹤0.01% 1727
2017
Q1 		$134K Buy
3,046
+46
+2% +$2.2K ﹤0.01% 1765
2016
Q4 		$152K Buy
+3,000
New +$138K ﹤0.01% 1569
2016
Q3 		– Sell
-20
Closed -$1K – 4682
2016
Q2 		$1K Buy
+20
New +$747 ﹤0.01% 4189
2015
Q2 		– Sell
-300
Closed -$14K – 2353
2015
Q1 		$14K Buy
+300
New +$13.8K ﹤0.01% 2980

Other funds holding NNI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

Creative Planning's NNI Position: Q2 2026 in Review

Creative Planning reduced its Nelnet (NNI) stake by 13% in Q2 2026, selling an estimated $247K and leaving 12,914 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

Creative Planning first reported a position in NNI in Q1 2015 and has held it in 22 quarters since. The position peaked at $1.91M in Q1 2026. 214 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

  • Creative Planning held 12,914 shares of Nelnet worth $1.72M as of Q2 2026.
  • Creative Planning sold 1,865 Nelnet shares in Q2 2026, an estimated $247K.
  • Nelnet made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2206 holding.
  • Creative Planning first reported a position in Nelnet in Q1 2015 and has held it in 22 quarters since.
  • Creative Planning's Nelnet position peaked at $1.91M in Q1 2026.
  • 214 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

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