Marks Group Wealth Management, Inc

Position in CNP — Centerpoint Energy Inc

CIK 1802473 MINNETONKA, MN

Position in CNP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,884,575

+$315,390 QoQ

Shares Held

65,499

+10.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#266

of 860 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 1% Shared 99% None 0%

Utilities · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $14,993,959 across 9 Utilities - Regulated Electric names. CNP ranks #1 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNP	Centerpoint Energy Inc This page	65,499	$2,884,575
2	ETR	Entergy Corp /De/	18,506	$2,125,598
3	WEC	Wec Energy Group, Inc.	16,439	$1,919,581
4	DUK	Duke Energy CORP	13,694	$1,733,385
5	EIX	Edison International	21,310	$1,586,529
6	PPL	PPL Corp	42,672	$1,551,126
7	AEE	Ameren Corp	12,661	$1,431,199
8	ES	Eversource Energy	16,827	$1,216,087

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,884,575	65,499	+10.0%	Shares	Sole	2026-07-28
2026-03-31	$2,569,185	59,527	+15.8%	Shares	Sole	2026-05-05
2025-12-31	$1,970,522	51,396	+90.0%	Shares	Sole	2026-02-11
2022-03-31	$828,689	27,046	+28.7%	Shares	Sole	2022-05-10
2021-12-31	$586,444	21,012	+26.4%	Shares	Sole	2022-03-03
2021-09-30	$408,925	16,623	-1.0%	Shares	Sole	2021-11-15
2021-06-30	$411,519	16,783	+1.5%	Shares	Sole	2021-08-10
2021-03-31	$374,676	16,542	-20.1%	Shares	Sole	2021-05-17
2020-12-31	$447,883	20,697	-5.6%	Shares	Sole	2021-02-08
2020-09-30	$424,403	21,933	+2.0%	Shares	Sole	2020-11-10
2020-06-30	$401,423	21,501	+2.6%	Shares	Sole	2020-08-10
2020-03-31	$323,878	20,963	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.