Position in CNP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$203,729
New position
Shares Held
4,626
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#602
of 864 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CATALYST FINANCIAL PARTNERS LLC holds $6,733,351 across 13 Utilities - Regulated Electric names. CNP ranks #13 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
10,209 | $1,129,421 | |
| 2 | NEE |
Nextera Energy Inc
|
12,052 | $1,057,804 | |
| 3 | DUK |
Duke Energy CORP
|
7,920 | $1,002,513 | |
| 4 | D |
Dominion Energy, Inc
|
9,978 | $681,397 | |
| 5 | SO |
Southern Co
|
6,300 | $602,973 | |
| 6 | EXC |
Exelon Corp
|
12,172 | $567,458 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,497 | $341,614 | |
| 8 | ES |
Eversource Energy
|
3,810 | $275,348 |
All Filings in CNP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,729 | 4,626 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||