OneDigital Investment Advisors LLC

Position in CNP — Centerpoint Energy Inc

CIK 1690370 OVERLAND PARK, KS

Position in CNP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$354,257

+$9,884 QoQ

Shares Held

8,044

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#493

of 860 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $39,260,039 across 24 Utilities - Regulated Electric names. CNP ranks #21 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	161,372	$15,444,914
2	DUK	Duke Energy CORP	39,454	$4,994,087
3	NEE	Nextera Energy Inc	31,754	$2,787,048
4	ED	Consolidated Edison Inc	15,961	$1,765,765
5	D	Dominion Energy, Inc	25,364	$1,732,107
6	AEP	American Electric Power Co Inc	12,251	$1,676,059
7	ETR	Entergy Corp /De/	10,096	$1,159,626
8	XEL	Xcel Energy Inc	14,189	$1,139,376

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$354,257	8,044	+0.8%	Shares	Sole	2026-08-07
2026-03-31	$344,373	7,979	-16.0%	Shares	Sole	2026-05-08
2025-12-31	$364,383	9,504	+0.7%	Shares	Sole	2026-02-13
2025-09-30	$366,310	9,441	-4.1%	Shares	Sole	2025-11-10
2025-06-30	$361,595	9,842	-3.8%	Shares	Sole	2025-08-07
2025-03-31	$370,560	10,228	+18.0%	Shares	Sole	2025-04-29
2024-12-31	$275,130	8,671	+2.0%	Shares	Sole	2025-02-13
2024-09-30	$249,981	8,497	+7.5%	Shares	Sole	2024-11-06
2024-06-30	$244,958	7,907	+10.2%	Shares	Sole	2024-08-02
2024-03-31	$204,472	7,177	+0.5%	Shares	Sole	2024-05-10
2023-12-31	$204,104	7,144	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.