Position in CNP
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$224,820
+$23,727 QoQ
Shares Held
5,209
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
15 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $46,617,173 across 13 Utilities - Regulated Electric names. CNP ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
114,859 | $15,055,717 | |
| 2 | ES |
Eversource Energy
|
179,207 | $12,415,460 | |
| 3 | NEE |
Nextera Energy Inc
|
81,521 | $7,571,670 | |
| 4 | EIX |
Edison International
|
54,835 | $4,012,825 | |
| 5 | SO |
Southern Co
|
39,541 | $3,816,497 | |
| 6 | DUK |
Duke Energy CORP
|
8,300 | $1,086,802 | |
| 7 | D |
Dominion Energy, Inc
|
10,744 | $664,194 | |
| 8 | XEL |
Xcel Energy Inc
|
6,282 | $499,042 |
All Filings in CNP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,820 | 5,209 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $201,093 | 5,245 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $279,476 | 7,203 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $264,197 | 7,191 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $264,152 | 7,291 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $235,124 | 7,992 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $247,994 | 8,005 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $343,162 | 12,045 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $282,471 | 9,887 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $306,277 | 11,407 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $332,135 | 11,394 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $319,199 | 10,835 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $259,653 | 8,658 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $256,240 | 9,093 | Shares | Sole | 2022-11-01 | |
| 2021-09-30 | $807,421 | 32,822 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||