Creative Planning's ownership history for SRE

Creative Planning currently holds 237.3K shares with a market value of $23.1M. It started holding SRE on 2024-09-30. At its peak, it held 237.3K shares on 2026-03-31. Its highest holding value was $23.1M on 2026-03-31. 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 101.3K. In the recent year, Creative Planning has increased its shares by 151.9K.