Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,488
-$12,296 QoQ
Shares Held
26
-83.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,329
of 2,360 holders
Holding Since
Jun 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Creative Capital Management Investments LLC holds $670,307 across 29 Utilities - Regulated Electric names. SO ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
2,056 | $232,410 | |
| 2 | XEL |
Xcel Energy Inc
|
2,198 | $176,499 | |
| 3 | EVRG |
Evergy, Inc.
|
1,533 | $132,497 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
520 | $55,640 | |
| 5 | NEE |
Nextera Energy Inc
|
181 | $15,886 | |
| 6 | NGG |
National Grid PLC
|
57 | $4,723 | |
| 7 | AEP |
American Electric Power Co Inc
|
29 | $3,967 | |
| 8 | D |
Dominion Energy, Inc
|
47 | $3,209 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,488 | 26 | Shares | Sole | 2026-07-24 | |
| 2025-06-30 | $14,784 | 161 | Shares | Sole | 2025-07-21 | |
| 2024-06-30 | $23,271 | 300 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||