Position in ES
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$639,734
+$35,336 QoQ
Shares Held
8,852
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#534
of 1,108 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ES 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. ES ranks #3 (9.0% 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
This page
|
8,852 | $639,734 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,361 | $596,628 | |
| 5 | ED |
Consolidated Edison Inc
|
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 ES
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,734 | 8,852 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $604,398 | 8,724 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $817,184 | 12,137 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $751,096 | 10,558 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $25,002 | 393 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $15,279 | 246 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $13,668 | 238 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $544 | 8 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $453 | 8 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $478 | 8 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||