Dynasty Wealth Management, LLC

Position in CNP — Centerpoint Energy Inc

CIK 1727599 ST. PETERSBURG, FL

Position in CNP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,142,017

-$57,459 QoQ

Shares Held

48,638

-4.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#297

of 860 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Dynasty Wealth Management, LLC holds $8,892,073 across 7 Utilities - Regulated Electric names. CNP ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	47,903	$2,277,308
2	CNP	Centerpoint Energy Inc This page	48,638	$2,142,017
3	ETR	Entergy Corp /De/	15,618	$1,793,883
4	PPL	PPL Corp	42,247	$1,535,678
5	NEE	Nextera Energy Inc	5,619	$493,179
6	NGG	National Grid PLC	4,566	$378,384
7	SO	Southern Co	2,838	$271,624

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,142,017	48,638	-4.6%	Shares	Sole	2026-08-13
2026-03-31	$2,199,476	50,961	-0.7%	Shares	Sole	2026-05-14
2025-12-31	$1,967,033	51,305	+4.7%	Shares	Sole	2026-02-10
2025-09-30	$1,901,432	49,006	+37.3%	Shares	Sole	2025-10-29
2025-06-30	$1,311,066	35,685	-3.4%	Shares	Sole	2025-08-05
2025-03-31	$1,337,973	36,930	+5.8%	Shares	Sole	2025-05-02
2024-12-31	$1,107,916	34,917	+21.7%	Shares	Sole	2025-02-05
2024-09-30	$844,295	28,698	+72.2%	Shares	Sole	2024-11-12
2024-06-30	$516,405	16,669	+10.0%	Shares	Sole	2024-08-12
2024-03-31	$431,794	15,156	—	Shares	Sole	2024-05-16
No filing history on record for this holder in this stock.