Strategic Investment Advisors / MI

Position in CNP — Centerpoint Energy Inc

CIK 1760540 FARMINGTON HILLS, MI

Position in CNP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$589,607

+$5,825 QoQ

Shares Held

13,388

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#417

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

Strategic Investment Advisors / MI holds $14,065,737 across 16 Utilities - Regulated Electric names. CNP ranks #11 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	22,460	$1,672,147
2	ED	Consolidated Edison Inc	13,719	$1,517,732
3	PEG	Public Service Enterprise Group Inc	15,846	$1,286,061
4	PPL	PPL Corp	33,825	$1,229,538
5	DTE	Dte Energy Co	7,903	$1,204,180
6	FE	Firstenergy Corp	24,222	$1,151,513
7	WEC	Wec Energy Group, Inc.	9,717	$1,134,654
8	DUK	Duke Energy CORP	7,712	$976,184

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$589,607	13,388	-1.0%	Shares	Sole	2026-08-14
2026-03-31	$583,782	13,526	+70.5%	Shares	Sole	2026-05-18
2025-12-31	$304,227	7,935	-5.6%	Shares	Sole	2026-02-17
2025-09-30	$326,152	8,406	-6.9%	Shares	Sole	2025-12-17
2025-06-30	$331,762	9,030	-17.2%	Shares	Sole	2025-08-15
2025-03-31	$395,233	10,909	-10.2%	Shares	Sole	2025-04-23
2024-12-31	$385,392	12,146	-11.0%	Shares	Sole	2025-01-22
2024-09-30	$401,671	13,653	-2.5%	Shares	Sole	2024-10-21
2024-06-30	$433,998	14,009	-3.7%	Shares	Sole	2024-07-23
2024-03-31	$414,415	14,546	-6.8%	Shares	Sole	2024-04-23
2023-12-31	$446,006	15,611	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.