Independent Advisor Alliance

Position in CNP — Centerpoint Energy Inc

CIK 1696899 CHARLOTTE, NC

Position in CNP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$218,569

+$2,684 QoQ

Shares Held

4,963

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#580

of 860 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Independent Advisor Alliance holds $69,225,545 across 24 Utilities - Regulated Electric names. CNP ranks #22 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	123,435	$15,624,401
2	SO	Southern Co	137,163	$13,127,869
3	NEE	Nextera Energy Inc	89,439	$7,850,061
4	AEP	American Electric Power Co Inc	48,671	$6,658,679
5	D	Dominion Energy, Inc	62,268	$4,252,281
6	ETR	Entergy Corp /De/	35,069	$4,028,024
7	ED	Consolidated Edison Inc	34,156	$3,778,677
8	WEC	Wec Energy Group, Inc.	26,077	$3,045,010

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,569	4,963	-0.8%	Shares	Sole	2026-08-12
2026-03-31	$215,885	5,002	-53.5%	Shares	Sole	2026-05-12
2022-03-31	$329,900	10,767	+3.2%	Shares	Sole	2022-05-06
2021-12-31	$291,101	10,430	-3.3%	Shares	Sole	2022-02-11
2021-09-30	$265,434	10,790	+12.4%	Shares	Sole	2021-11-01
2021-06-30	$235,367	9,599	-11.2%	Shares	Sole	2021-08-12
2021-03-31	$244,869	10,811	-18.4%	Shares	Sole	2021-05-14
2020-12-31	$286,686	13,248	-11.8%	Shares	Sole	2021-02-11
2020-09-30	$290,617	15,019	-7.9%	Shares	Sole	2020-11-04
2020-06-30	$304,545	16,312	-38.9%	Shares	Sole	2020-08-06
2020-03-31	$412,484	26,698	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.