Sowell Financial Services LLC
Position in CNP — Centerpoint Energy Inc
CIK 1633697
NORTH LITTLE ROCK, AR
Position in CNP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$417,323
+$11,490 QoQ
Shares Held
9,476
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#476
of 860 holders
Holding Since
Mar 2020
18 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, 2026Sowell Financial Services LLC holds $23,151,278 across 28 Utilities - Regulated Electric names. CNP ranks #13 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
30,590 | $3,872,082 | |
| 2 | FE |
Firstenergy Corp
|
69,833 | $3,319,860 | |
| 3 | ETR |
Entergy Corp /De/
|
25,483 | $2,926,977 | |
| 4 | NEE |
Nextera Energy Inc
|
28,521 | $2,503,288 | |
| 5 | SO |
Southern Co
|
24,007 | $2,297,709 | |
| 6 | EXC |
Exelon Corp
|
18,943 | $883,122 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,785 | $832,995 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,439 | $607,299 |
All Filings in CNP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,323 | 9,476 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $405,833 | 9,403 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $865,563 | 22,576 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,082,791 | 27,907 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,026,662 | 27,944 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,164,395 | 32,139 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $818,126 | 25,784 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $553,331 | 18,808 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $391,060 | 12,623 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $374,244 | 13,136 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $390,523 | 13,669 | Shares | Sole | 2024-01-24 | |
| 2021-09-30 | $281,325 | 11,436 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $343,010 | 13,989 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $433,656 | 19,146 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $184,069 | 8,506 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $164,513 | 8,502 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $149,658 | 8,016 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $328,945 | 21,291 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||