UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in CNP — Centerpoint Energy Inc
CIK 1463217
IRVING, TX
Position in CNP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$868,380
+$85,631 QoQ
Shares Held
19,718
+8.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#370
of 860 holders
Holding Since
Mar 2020
26 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $80,119,343 across 32 Utilities - Regulated Electric names. CNP ranks #20 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
150,892 | $13,243,790 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
106,981 | $8,682,577 | |
| 3 | SO |
Southern Co
|
81,604 | $7,810,318 | |
| 4 | DUK |
Duke Energy CORP
|
59,396 | $7,518,345 | |
| 5 | LNT |
Alliant Energy Corp
|
88,831 | $6,776,916 | |
| 6 | CIG |
Energy Co Of Minas Gerais
|
2,513,297 | $5,277,923 | |
| 7 | AEP |
American Electric Power Co Inc
|
24,973 | $3,416,556 | |
| 8 | ETR |
Entergy Corp /De/
|
24,362 | $2,798,219 |
All Filings in CNP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,380 | 19,718 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $782,749 | 18,136 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $674,170 | 17,584 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $518,057 | 13,352 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $503,154 | 13,695 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $514,176 | 14,192 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $422,897 | 13,328 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $372,692 | 12,668 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $454,259 | 14,663 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $420,683 | 14,766 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $455,205 | 15,933 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $426,592 | 15,888 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $524,437 | 17,991 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $574,764 | 19,510 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $670,936 | 22,372 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $725,578 | 25,748 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $758,342 | 25,637 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $841,864 | 27,476 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $778,186 | 27,882 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,131,280 | 45,987 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,062,132 | 43,317 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,025,569 | 45,279 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,099,961 | 50,830 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,021,176 | 52,774 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,013,034 | 54,260 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $670,854 | 43,421 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||