Position in CNP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,526,294
+$255,232 QoQ
Shares Held
34,657
+17.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#320
of 860 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HB Wealth Management, LLC holds $98,089,099 across 29 Utilities - Regulated Electric names. CNP ranks #17 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
210,104 | $20,109,053 | |
| 2 | NEE |
Nextera Energy Inc
|
224,772 | $19,728,238 | |
| 3 | DUK |
Duke Energy CORP
|
88,049 | $11,145,242 | |
| 4 | AEP |
American Electric Power Co Inc
|
44,065 | $6,028,532 | |
| 5 | D |
Dominion Energy, Inc
|
73,917 | $5,047,791 | |
| 6 | ETR |
Entergy Corp /De/
|
27,615 | $3,171,858 | |
| 7 | CMS |
Cms Energy Corp
|
33,781 | $2,584,246 | |
| 8 | ES |
Eversource Energy
|
35,105 | $2,537,038 |
All Filings in CNP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,526,294 | 34,657 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,271,062 | 29,450 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,006,540 | 26,253 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $935,933 | 24,122 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $811,513 | 22,088 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $885,062 | 24,429 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $657,160 | 20,711 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $588,105 | 19,990 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $784,940 | 25,337 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $526,324 | 18,474 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $531,259 | 18,595 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $554,774 | 20,662 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $564,489 | 19,365 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $567,340 | 19,258 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $563,392 | 18,786 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $478,130 | 16,967 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $495,967 | 16,767 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $498,083 | 16,256 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $437,684 | 15,682 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||