Position in ED
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$361,538
-$51,116 QoQ
Shares Held
3,268
-10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#854
of 1,421 holders
Holding Since
Jun 2020
23 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $7,128,978 across 25 Utilities - Regulated Electric names. ED ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
29,843 | $3,777,526 | |
| 2 | NEE |
Nextera Energy Inc
|
10,983 | $963,977 | |
| 3 | ES |
Eversource Energy
|
8,852 | $639,734 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,361 | $596,628 | |
| 5 | ED |
Consolidated Edison Inc
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|
3,268 | $361,538 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
1,643 | $191,853 | |
| 7 | SO |
Southern Co
|
1,685 | $161,271 | |
| 8 | FTS |
Fortis Inc.
|
2,369 | $135,577 |
All Filings in ED
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,538 | 3,268 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $412,654 | 3,646 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $860,111 | 8,660 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $907,193 | 9,025 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $838,022 | 8,351 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $961,580 | 8,695 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $735,790 | 8,246 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $840,433 | 8,071 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $695,777 | 7,781 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $645,023 | 7,103 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $587,211 | 6,455 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $490,343 | 5,733 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $500,364 | 5,535 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $528,576 | 5,525 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $480,553 | 5,042 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $407,102 | 4,747 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $404,175 | 4,250 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $248,345 | 2,623 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $204,853 | 2,401 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $33,826 | 466 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $13,841 | 193 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-19 | |
| 2020-06-30 | $24,168 | 336 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||