CREATIVE FINANCIAL DESIGNS INC /ADV

Position in WEC — Wec Energy Group, Inc.

CIK 819864 KOKOMO, IN

Position in WEC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$191,853

+$2,801 QoQ

Shares Held

1,643

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,092

of 1,383 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $7,128,978 across 25 Utilities - Regulated Electric names. WEC ranks #6 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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. This page	1,643	$191,853
7	SO	Southern Co	1,685	$161,271
8	FTS	Fortis Inc.	2,369	$135,577

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$191,853	1,643	+0.6%	Shares	Sole	2026-07-28
2026-03-31	$189,052	1,633	+35.9%	Shares	Sole	2026-04-13
2025-12-31	$126,762	1,202	+4.8%	Shares	Sole	2026-02-06
2025-09-30	$131,434	1,147	+7.2%	Shares	Sole	2025-11-12
2025-06-30	$111,494	1,070	+19.4%	Shares	Sole	2025-08-04
2025-03-31	$97,646	896	+14833.3%	Shares	Sole	2025-04-23
2024-12-31	$564	6	0.0%	Shares	Sole	2025-02-10
2024-09-30	$577	6	0.0%	Shares	Sole	2024-10-28
2024-06-30	$470	6	0.0%	Shares	Sole	2024-08-06
2024-03-31	$492	6	-91.3%	Shares	Sole	2024-05-01
2021-09-30	$6,085	69	0.0%	Shares	Sole	2021-10-08
2021-06-30	$6,137	69	0.0%	Shares	Sole	2021-07-27
2021-03-31	$6,457	69	0.0%	Shares	Sole	2021-04-19
2020-12-31	$6,350	69	0.0%	Shares	Sole	2021-01-08
2020-09-30	$6,686	69	0.0%	Shares	Sole	2020-10-06
2020-06-30	$6,047	69	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.