Cherry Tree Wealth Management, LLC
Position in CNP — Centerpoint Energy Inc
CIK 1985414
MINNETONKA, MN
Position in CNP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$8,675
+$969 QoQ
Shares Held
201
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $265,844 across 6 Utilities - Regulated Electric names. CNP ranks #5 (3.3% of the industry book) .
All Filings in CNP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,675 | 201 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,706 | 201 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $38 | 1 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $183 | 5 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $181 | 5 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $158 | 5 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $147 | 5 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $154 | 5 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $142 | 5 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $142 | 5 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $134 | 5 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $145 | 5 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||