Position in LNT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,043
+$240 QoQ
Shares Held
53
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#814
of 875 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LNT 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. LNT ranks #18 (0.1% 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
|
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 LNT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,043 | 53 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,803 | 53 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,590 | 86 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,797 | 86 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,047 | 100 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,370 | 99 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,559 | 94 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,372 | 105 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,344 | 105 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $24,091 | 478 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $24,983 | 487 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $23,595 | 487 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,930 | 113 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $6,034 | 113 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,238 | 113 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,934 | 112 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,564 | 112 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $6,997 | 112 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $6,823 | 111 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $6,213 | 111 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $6,189 | 111 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $6,011 | 111 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $5,668 | 110 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $5,681 | 110 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $1,913 | 40 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||