Position in CNP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,359
-$1,683 QoQ
Shares Held
99
-29.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#781
of 860 holders
Holding Since
Dec 2025
3 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, 2026Elevated Capital Advisors, LLC holds $5,330,892 across 25 Utilities - Regulated Electric names. CNP ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
8,140 | $555,880 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,072 | $420,280 | |
| 3 | CMS |
Cms Energy Corp
|
4,849 | $370,948 | |
| 4 | EIX |
Edison International
|
4,811 | $358,178 | |
| 5 | EXC |
Exelon Corp
|
7,543 | $351,654 | |
| 6 | FE |
Firstenergy Corp
|
7,351 | $349,466 | |
| 7 | ES |
Eversource Energy
|
4,742 | $342,704 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
2,775 | $324,036 |
All Filings in CNP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,359 | 99 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,042 | 140 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $10,428 | 272 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||