Position in ED
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$645,968
-$132,823 QoQ
Shares Held
5,839
-15.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#670
of 1,421 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ED 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. ED ranks #8 (4.0% 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
This page
|
5,839 | $645,968 |
All Filings in ED
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,968 | 5,839 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $778,791 | 6,881 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $571,685 | 5,756 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $554,065 | 5,512 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $675,656 | 6,733 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $779,216 | 7,046 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $440,795 | 4,940 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $355,603 | 3,415 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $272,909 | 3,052 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $358,063 | 3,943 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $258,627 | 2,843 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $217,864 | 2,410 | Shares | Other | 2023-08-16 | |
| 2022-03-31 | $251,848 | 2,660 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $262,273 | 3,074 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||