SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in CNP — Centerpoint Energy Inc
CIK 1079935
LOS ANGELES, CA
Position in CNP
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$212,303
-$88,781 QoQ
Shares Held
4,919
-37.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CNP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $4,214,399 across 8 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,537 | $1,188,141 | |
| 2 | D |
Dominion Energy, Inc
|
12,945 | $884,013 | |
| 3 | PPL |
PPL Corp
|
14,363 | $522,094 | |
| 4 | DUK |
Duke Energy CORP
|
3,868 | $489,611 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,648 | $362,272 | |
| 6 | SO |
Southern Co
|
2,959 | $283,205 | |
| 7 | EXC |
Exelon Corp
|
5,680 | $264,800 | |
| 8 | ED |
Consolidated Edison Inc
|
1,991 | $220,263 |
All Filings in CNP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,303 | 4,919 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $301,084 | 7,853 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $304,114 | 7,838 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $280,215 | 7,627 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $265,963 | 7,341 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $309,050 | 9,740 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $272,988 | 9,279 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $286,038 | 9,233 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||