Position in CNP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$333,999
+$8,444 QoQ
Shares Held
7,584
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#502
of 860 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Outlook Wealth Advisors, LLC holds $1,816,110 across 4 Utilities - Regulated Electric names. CNP ranks #4 (18.4% of the industry book) .
All Filings in CNP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,999 | 7,584 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $325,555 | 7,543 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $287,665 | 7,503 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $289,409 | 7,459 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $272,463 | 7,416 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $267,051 | 7,371 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $232,422 | 7,325 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $214,059 | 7,276 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $223,799 | 7,224 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $204,472 | 7,177 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $203,618 | 7,127 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||