One Wealth Advisors, LLC

Position in CNP — Centerpoint Energy Inc

CIK 1725297 SAN FRANCISCO, CA

Position in CNP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$216,720

+$4,330 QoQ

Shares Held

4,921

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#586

of 864 holders

Holding Since

Dec 2022

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

One Wealth Advisors, LLC holds $1,165,780 across 4 Utilities - Regulated Electric names. CNP ranks #4 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	7,859	$373,616
2	SO	Southern Co	3,335	$319,192
3	ETR	Entergy Corp /De/	2,231	$256,252
4	CNP	Centerpoint Energy Inc This page	4,921	$216,720

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,720	4,921	0.0%	Shares	Sole	2026-08-06
2026-03-31	$212,390	4,921	-18.7%	Shares	Sole	2026-04-21
2025-12-31	$231,957	6,050	0.0%	Shares	Sole	2026-02-02
2025-09-30	$234,740	6,050	-0.2%	Shares	Sole	2025-11-03
2025-06-30	$222,791	6,064	-4.0%	Shares	Sole	2025-07-17
2025-03-31	$228,864	6,317	+190.8%	Shares	Sole	2025-05-06
2022-12-31	$65,138	2,172	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.