CREATIVE FINANCIAL DESIGNS INC /ADV

Position in AES — Aes Corp

CIK 819864 KOKOMO, IN

Position in AES

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$109,437

+$108,095 QoQ

Shares Held

7,767

+7514.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $22,258 across 2 Utilities - Diversified names.

#	Ticker	Company	Shares	Value (USD)	Open
1	SRE	Sempra	237	$21,972
2	AVA	Avista Corp	7	$286

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$109,437	7,767	+7514.7%	Shares	Sole	2026-04-13
2025-09-30	$1,342	102	+2.0%	Shares	Sole	2025-11-12
2025-06-30	$1,052	100	+1.0%	Shares	Sole	2025-08-04
2025-03-31	$1,229	99	-59.4%	Shares	Sole	2025-04-23
2024-12-31	$3,140	244	+25.1%	Shares	Sole	2025-02-10
2023-06-30	$4,042	195	+0.5%	Shares	Sole	2023-07-26
2023-03-31	$4,671	194	+26.8%	Shares	Sole	2023-04-25
2021-09-30	$3,492	153	+0.7%	Shares	Sole	2021-10-08
2021-06-30	$3,962	152	-71.9%	Shares	Sole	2021-07-27
2021-03-31	$14,504	541	+0.2%	Shares	Sole	2021-04-19
2020-12-31	$12,690	540	+262.4%	Shares	Sole	2021-01-08
2020-09-30	$2,698	149	+0.7%	Shares	Sole	2020-10-06
2020-06-30	$2,144	148	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.