CREATIVE FINANCIAL DESIGNS INC /ADV
Position in NWN — Northwest Natural Holding Co
CIK 819864
KOKOMO, IN
Position in NWN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$351,563
-$55,729 QoQ
Shares Held
7,166
-6.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#183
of 315 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NWN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,939,022 across 8 Utilities - Regulated Gas names. NWN ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
4,725 | $813,975 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
9,485 | $705,684 | |
| 3 | NWN |
Northwest Natural Holding Co
This page
|
7,166 | $351,563 | |
| 4 | CPK |
Chesapeake Utilities Corp
|
452 | $55,360 | |
| 5 | NI |
Nisource Inc.
|
130 | $6,181 | |
| 6 | SR |
Spire Inc
|
75 | $5,856 | |
| 7 | OGS |
ONE Gas, Inc.
|
3 | $231 | |
| 8 | UGI |
Ugi Corp /Pa/
|
5 | $172 |
All Filings in NWN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,563 | 7,166 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $407,292 | 7,653 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $66,464 | 1,422 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $210,002 | 4,674 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $243,602 | 6,133 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $262,172 | 6,137 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $307,539 | 7,774 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $537,272 | 13,162 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $480,876 | 13,317 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $399,519 | 10,734 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $386,829 | 9,934 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $324,970 | 8,516 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $379,614 | 8,818 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $437,837 | 9,206 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $424,407 | 8,918 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $358,709 | 8,269 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $416,888 | 7,851 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $372,332 | 7,199 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $351,703 | 7,210 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $306,845 | 6,672 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $321,842 | 6,128 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $312,963 | 5,801 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $241,861 | 5,259 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $223,999 | 4,935 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $267,903 | 4,802 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $191,610 | 3,103 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||