Position in CNP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$294,912
-$22,313 QoQ
Shares Held
6,833
-17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in CNP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
330,323 | $28,992,448 | |
| 2 | SO |
Southern Co
|
163,484 | $15,647,052 | |
| 3 | DUK |
Duke Energy CORP
|
95,906 | $12,139,779 | |
| 4 | AEP |
American Electric Power Co Inc
|
74,857 | $10,241,183 | |
| 5 | D |
Dominion Energy, Inc
|
102,192 | $6,978,690 | |
| 6 | DTE |
Dte Energy Co
|
44,847 | $6,833,336 | |
| 7 | ED |
Consolidated Edison Inc
|
56,499 | $6,250,484 | |
| 8 | FE |
Firstenergy Corp
|
97,434 | $4,632,012 |
All Filings in CNP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $294,912 | 6,833 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $317,225 | 8,274 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $313,542 | 8,081 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $212,987 | 6,875 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $295,726 | 10,380 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $303,841 | 10,635 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $261,894 | 9,754 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $234,570 | 8,047 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||