Position in CNP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,326,192
+$361,765 QoQ
Shares Held
52,820
+16.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#283
of 860 holders
Holding Since
Mar 2020
20 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, 2026Gradient Investments LLC holds $73,401,182 across 12 Utilities - Regulated Electric names. CNP ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
300,571 | $26,381,116 | |
| 2 | EIX |
Edison International
|
251,283 | $18,708,019 | |
| 3 | AEP |
American Electric Power Co Inc
|
121,230 | $16,585,476 | |
| 4 | NGG |
National Grid PLC
|
65,039 | $5,389,781 | |
| 5 | CNP |
Centerpoint Energy Inc
This page
|
52,820 | $2,326,192 | |
| 6 | DUK |
Duke Energy CORP
|
7,504 | $949,856 | |
| 7 | SO |
Southern Co
|
8,412 | $805,112 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
6,297 | $735,300 |
All Filings in CNP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,326,192 | 52,820 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,964,427 | 45,515 | Shares | Sole | 2026-04-13 | |
| 2024-06-30 | $71,161 | 2,297 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $31,139 | 1,093 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $32,226 | 1,128 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $30,609 | 1,140 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $32,881 | 1,128 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $32,936 | 1,118 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $34,068 | 1,136 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $32,378 | 1,149 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $33,987 | 1,149 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $35,511 | 1,159 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $33,408 | 1,197 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $29,446 | 1,197 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $31,753 | 1,295 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $35,990 | 1,589 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $39,168 | 1,810 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $35,932 | 1,857 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $33,381 | 1,788 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $42,626 | 2,759 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||