CX Institutional

Position in CNP — Centerpoint Energy Inc

CIK 1737089 AUBURN, IN

Position in CNP

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$336,597

+$18,595 QoQ

Shares Held

7,643

+3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#498

of 860 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CX Institutional holds $14,697,320 across 25 Utilities - Regulated Electric names. CNP ranks #14 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	16,824	$2,301,691
2	SO	Southern Co	21,222	$2,031,157
3	NEE	Nextera Energy Inc	21,432	$1,881,086
4	DUK	Duke Energy CORP	7,220	$913,907
5	PPL	PPL Corp	19,600	$712,460
6	DTE	Dte Energy Co	4,465	$680,332
7	XEL	Xcel Energy Inc	7,595	$609,878
8	D	Dominion Energy, Inc	8,094	$552,739

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,597	7,643	+3.7%	Shares	Sole	2026-07-02
2026-03-31	$318,002	7,368	+15.1%	Shares	Sole	2026-04-06
2025-12-31	$245,376	6,400	+12.3%	Shares	Sole	2026-02-02
2025-09-30	$221,082	5,698	+0.0%	Shares	Sole	2025-10-23
2025-06-30	$209,271	5,696	-1.5%	Shares	Sole	2025-07-16
2025-03-31	$209,409	5,780	+362.8%	Shares	Sole	2025-04-15
2022-06-30	$36,945	1,249	+28.2%	Shares	Sole	2022-08-02
2021-09-30	$23,960	974	-2.4%	Shares	Sole	2021-11-10
2021-06-30	$24,470	998	+20.0%	Shares	Sole	2021-08-04
2021-03-31	$18,844	832	+24.7%	Shares	Sole	2021-04-15
2020-12-31	$14,433	667	+44.7%	Shares	Sole	2021-01-12
2020-09-30	$8,920	461	+22.6%	Shares	Sole	2020-10-13
2020-06-30	$7,019	376	+51.6%	Shares	Sole	2020-08-06
2020-03-31	$3,831	248	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.