True Wealth Design, LLC

Position in CNP — Centerpoint Energy Inc

CIK 1966033 AKRON, OH

Position in CNP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,378

-$1,161 QoQ

Shares Held

-34.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#801

of 860 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

True Wealth Design, LLC holds $2,518,337 across 37 Utilities - Regulated Electric names. CNP ranks #32 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,714	$413,747
2	EIX	Edison International	5,246	$390,564
3	PCG	PG&E Corp	22,007	$370,157
4	ES	Eversource Energy	3,131	$226,277
5	DTE	Dte Energy Co	701	$106,811
6	ED	Consolidated Edison Inc	947	$104,766
7	DUK	Duke Energy CORP	817	$103,415
8	XEL	Xcel Energy Inc	978	$78,533

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,378	54	-34.1%	Shares	Sole	2026-07-16
2026-03-31	$3,539	82	0.0%	Shares	Sole	2026-04-13
2025-12-31	$3,143	82	-5.7%	Shares	Sole	2026-01-08
2025-09-30	$3,375	87	+3.6%	Shares	Sole	2025-10-21
2025-06-30	$3,086	84	+82.6%	Shares	Sole	2025-08-06
2025-03-31	$1,666	46	+27.8%	Shares	Sole	2025-05-13
2024-12-31	$1,142	36	+20.0%	Shares	Sole	2025-02-14
2024-09-30	$882	30	-3.2%	Shares	Sole	2024-11-14
2024-06-30	$960	31	+40.9%	Shares	Sole	2024-08-14
2024-03-31	$626	22	+69.2%	Shares	Sole	2024-05-14
2023-12-31	$371	13	0.0%	Shares	Sole	2024-02-14
2023-09-30	$349	13	-7.1%	Shares	Sole	2023-11-13
2023-06-30	$408	14	0.0%	Shares	Sole	2023-08-14
2023-03-31	$412	14	-12.5%	Shares	Sole	2023-05-12
2022-12-31	$479	16	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.