Creative Planning
OBE

Creative Planning’s Obsidian Energy OBE Stock Holding History

Creative Planning’s Portfolio OBE Stock Details OBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$389K Buy
41,050
+51
+0.1% +$390 ﹤0.01% 3224
2025
Q4 		$251K Sell
40,999
-25
-0.1% -$151 ﹤0.01% 3368
2025
Q3 		$268K Buy
41,024
+25
+0.1% +$149 ﹤0.01% 3236
2025
Q2 		$228K Sell
40,999
-500
-1% -$2.48K ﹤0.01% 3126
2025
Q1 		$243K Hold
41,499
– – ﹤0.01% 2909
2024
Q4 		$240K Buy
41,499
+288
+0.7% +$1.64K ﹤0.01% 2837
2024
Q3 		$228K Buy
+41,211
New +$276K ﹤0.01% 2737
2020
Q2 		– Sell
-92,656
Closed -$15K – 2096
2020
Q1 		$15K Buy
92,656
+29,586
+47% +$16.9K ﹤0.01% 1748
2019
Q4 		$45K Buy
63,070
+3
+0% +$2 ﹤0.01% 1831
2019
Q3 		$53K Buy
63,067
+21
+0% +$22 ﹤0.01% 1784
2019
Q2 		$75K Buy
63,046
+15,620
+33% +$28.2K ﹤0.01% 1773
2019
Q1 		$91K Buy
47,426
+78
+0.2% +$208 ﹤0.01% 1719
2018
Q4 		$134K Sell
47,348
-143
-0.3% -$633 ﹤0.01% 1585
2018
Q3 		$316K Sell
47,491
-164
-0.3% -$1.17K ﹤0.01% 1364
2018
Q2 		$377K Sell
47,655
-46
-0.1% -$362 ﹤0.01% 1239
2018
Q1 		$327K Sell
47,701
-21,421
-31% -$157K ﹤0.01% 1301
2017
Q4 		$600K Sell
69,122
-4,142
-6% -$33.5K ﹤0.01% 970
2017
Q3 		$538K Buy
73,264
+2,166
+3% +$16K ﹤0.01% 1015
2017
Q2 		$632K Buy
+71,098
New +$632K ﹤0.01% 899

Other funds holding OBE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Creative Planning's OBE Position: Q1 2026 in Review

Creative Planning increased its Obsidian Energy (OBE) stake by 0.12% in Q1 2026, buying an estimated $390 and bringing the position to 41,050 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #3224.

Creative Planning first reported a position in OBE in Q2 2017 and has held it in 19 quarters since. The position peaked at $632K in Q2 2017. 98 funds tracked by Wall St. Rank hold OBE as of Q1 2026.

  • Creative Planning held 41,050 shares of Obsidian Energy worth $389K as of Q1 2026.
  • Creative Planning bought 51 Obsidian Energy shares in Q1 2026, an estimated $390.
  • Obsidian Energy made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3224 holding.
  • Creative Planning first reported a position in Obsidian Energy in Q2 2017 and has held it in 19 quarters since.
  • Creative Planning's Obsidian Energy position peaked at $632K in Q2 2017.
  • 98 funds tracked by Wall St. Rank held Obsidian Energy as of Q1 2026.

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