Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$161,271
-$5,708 QoQ
Shares Held
1,685
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,070
of 2,356 holders
Holding Since
Mar 2020
26 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 FINANCIAL DESIGNS INC /ADV holds $7,128,978 across 25 Utilities - Regulated Electric names. SO ranks #7 (2.3% 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
This page
|
1,685 | $161,271 | |
| 8 | FTS |
Fortis Inc.
|
2,369 | $135,577 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,271 | 1,685 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $166,979 | 1,730 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $151,292 | 1,735 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $127,276 | 1,343 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $173,375 | 1,888 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $217,185 | 2,362 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $147,599 | 1,793 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $206,692 | 2,292 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,272,225 | 16,401 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,164,053 | 16,226 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,316,923 | 18,781 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,229,485 | 18,997 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,411,673 | 20,095 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,455,752 | 20,922 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,458,977 | 20,431 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,312,536 | 19,302 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,364,873 | 19,140 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,328,745 | 18,325 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,243,286 | 18,129 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,066,875 | 17,216 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $957,268 | 15,820 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $888,888 | 14,300 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $908,488 | 14,789 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $800,287 | 14,760 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $649,576 | 12,528 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $688,606 | 12,719 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||