Position in D
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$380,511
-$24,656 QoQ
Shares Held
5,572
-15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#941
of 1,537 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CreativeOne Wealth, LLC holds $16,103,661 across 16 Utilities - Regulated Electric names. D ranks #14 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
37,932 | $3,329,290 | |
| 2 | EVRG |
Evergy, Inc.
|
24,818 | $2,145,019 | |
| 3 | SO |
Southern Co
|
18,749 | $1,794,466 | |
| 4 | DUK |
Duke Energy CORP
|
12,484 | $1,580,224 | |
| 5 | EIX |
Edison International
|
19,185 | $1,428,322 | |
| 6 | AEP |
American Electric Power Co Inc
|
9,801 | $1,340,874 | |
| 7 | AEE |
Ameren Corp
|
5,983 | $676,318 | |
| 8 | ED |
Consolidated Edison Inc
|
5,839 | $645,968 |
All Filings in D
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,511 | 5,572 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $405,167 | 6,554 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $397,884 | 6,791 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $325,912 | 5,328 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $242,640 | 4,293 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $218,952 | 3,905 | Shares | Other | 2025-05-14 | |
| 2023-06-30 | $254,288 | 4,910 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $316,841 | 5,667 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $297,156 | 4,846 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $342,301 | 4,953 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $330,652 | 4,143 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $377,011 | 4,437 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $422,967 | 5,384 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $407,816 | 5,585 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $423,468 | 5,756 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $419,603 | 5,524 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $325,540 | 4,329 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||