Creative Planning's ownership history for SRE

Creative Planning currently holds 136.0K shares with a market value of $12.2M. It started holding SRE on 2024-09-30. At its peak, it held 136.0K shares on 2025-09-30. Its highest holding value was $12.2M on 2025-09-30. At its lowest, it held 79.1K shares on 2024-09-30, with a value of $6.1M on 2025-03-31. In the recent 180 days, Creative Planning has increased its shares by 50.6K. In the recent year, Creative Planning has increased its shares by 56.9K.