Position in CNP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,019,266
+$1,000,656 QoQ
Shares Held
91,264
+30.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
3.21%
of 13F equity value
Holder Rank
#231
of 860 holders
Holding Since
Mar 2026
2 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, 2026PEAK FINANCIAL ADVISORS LLC holds $4,534,826 across 2 Utilities - Regulated Electric names. CNP ranks #1 (88.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
This page
|
91,264 | $4,019,266 | |
| 2 | DUK |
Duke Energy CORP
|
4,073 | $515,560 |
All Filings in CNP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,019,266 | 91,264 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,018,610 | 69,940 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||