MONETA GROUP INVESTMENT ADVISORS LLC
Position in CNP — Centerpoint Energy Inc
CIK 1120927
ST LOUIS, MO
Position in CNP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,454,773
+$37,399 QoQ
Shares Held
33,033
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#326
of 860 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $32,343,748 across 16 Utilities - Regulated Electric names. CNP ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
153,160 | $17,313,206 | |
| 2 | EVRG |
Evergy, Inc.
|
45,710 | $3,950,715 | |
| 3 | NEE |
Nextera Energy Inc
|
41,739 | $3,663,432 | |
| 4 | CNP |
Centerpoint Energy Inc
This page
|
33,033 | $1,454,773 | |
| 5 | DUK |
Duke Energy CORP
|
10,291 | $1,302,634 | |
| 6 | SO |
Southern Co
|
8,353 | $799,465 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,547 | $647,723 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,538 | $620,843 |
All Filings in CNP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,454,773 | 33,033 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,417,374 | 32,840 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,297,502 | 33,842 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,413,522 | 36,431 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,295,856 | 35,271 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,261,021 | 34,806 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,104,679 | 34,815 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,123,255 | 38,180 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,128,136 | 36,415 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,037,463 | 36,415 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,042,090 | 36,475 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,007,412 | 37,520 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,092,104 | 37,465 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,105,604 | 37,529 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||