CVA Family Office, LLC
Family OfficePosition in CNP — Centerpoint Energy Inc
CIK 1802084
DENVER, CO
Position in CNP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$36,377
-$5,962 QoQ
Shares Held
826
-15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#671
of 860 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CNP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CVA Family Office, LLC holds $4,072,919 across 29 Utilities - Regulated Electric names. CNP ranks #19 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,103 | $1,062,280 | |
| 2 | DUK |
Duke Energy CORP
|
5,477 | $693,278 | |
| 3 | AEE |
Ameren Corp
|
2,858 | $323,068 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,282 | $312,200 | |
| 5 | SO |
Southern Co
|
3,085 | $295,265 | |
| 6 | D |
Dominion Energy, Inc
|
3,546 | $242,156 | |
| 7 | ETR |
Entergy Corp /De/
|
1,357 | $155,865 | |
| 8 | ES |
Eversource Energy
|
1,579 | $114,114 |
All Filings in CNP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,377 | 826 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $42,339 | 981 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $13,687 | 357 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $13,851 | 357 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $10,948 | 298 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $12,354 | 341 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $10,851 | 342 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $6,707 | 228 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $10,223 | 330 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $9,401 | 330 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $10,570 | 370 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $24,048 | 825 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $32,406 | 1,100 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $27,290 | 910 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $18,598 | 660 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $19,522 | 660 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $6,434 | 210 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $5,861 | 210 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $5,149 | 210 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $4,756 | 210 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||