Golden State Wealth Management, LLC
Position in CNP — Centerpoint Energy Inc
CIK 1776033
SANTA ANA, CA
Position in CNP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$9,512
+$233 QoQ
Shares Held
216
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#754
of 860 holders
Holding Since
Jun 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNP Over Time
Shares Held
Position Value (USD)
Derivatives in CNP
reported options exposure · as of Jun 30, 2021CallValue
$2,452
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Golden State Wealth Management, LLC holds $5,478,576 across 21 Utilities - Regulated Electric names. CNP ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
11,834 | $1,619,009 | |
| 2 | SO |
Southern Co
|
9,441 | $903,598 | |
| 3 | DUK |
Duke Energy CORP
|
5,872 | $743,277 | |
| 4 | NEE |
Nextera Energy Inc
|
8,015 | $703,476 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
6,870 | $557,569 | |
| 6 | EIX |
Edison International
|
3,464 | $257,894 | |
| 7 | XEL |
Xcel Energy Inc
|
2,027 | $162,768 | |
| 8 | ED |
Consolidated Edison Inc
|
1,396 | $154,439 |
All Filings in CNP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,512 | 216 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $9,279 | 215 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,204 | 214 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,264 | 213 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $7,825 | 213 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,716 | 213 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,758 | 213 | Shares | Sole | 2025-01-28 | |
| 2021-09-30 | $2,460 | 100 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,452 | 100 | Call | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||