CREATIVE FINANCIAL DESIGNS INC /ADV
Position in CEG — Constellation Energy Corp
CIK 819864
KOKOMO, IN
Position in CEG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$472,151
+$50,763 QoQ
Shares Held
1,901
+26.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,092
of 1,840 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,612,778 across 6 Utilities - Independent Power Producers names. CEG ranks #2 (29.3% of the industry book) .
All Filings in CEG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,151 | 1,901 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $421,388 | 1,509 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $496,697 | 1,406 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $471,557 | 1,433 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $452,186 | 1,401 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $188,120 | 933 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $150,780 | 674 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $174,993 | 673 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $240,524 | 1,201 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $220,895 | 1,195 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $139,449 | 1,193 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $129,805 | 1,190 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $108,944 | 1,190 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,611 | 46 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,965 | 46 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $11,729 | 141 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $18,380 | 321 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||