CGC Financial Services, LLC

Position in CNP — Centerpoint Energy Inc

CIK 1992785 LAKE OSWEGO, OR

Position in CNP

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$792

+$16 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#828

of 860 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CGC Financial Services, LLC holds $386,097 across 15 Utilities - Regulated Electric names. CNP ranks #15 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	546	$60,403
2	DUK	Duke Energy CORP	438	$55,442
3	POR	Portland General Electric Co /Or/	1,000	$51,830
4	D	Dominion Energy, Inc	681	$46,505
5	PEG	Public Service Enterprise Group Inc	520	$42,203
6	NEE	Nextera Energy Inc	441	$38,706
7	SO	Southern Co	293	$28,043
8	DTE	Dte Energy Co	101	$15,389

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$792	18	0.0%	Shares	Sole	2026-07-13
2026-03-31	$776	18	0.0%	Shares	Sole	2026-04-14
2025-12-31	$690	18	0.0%	Shares	Sole	2026-02-03
2025-09-30	$698	18	0.0%	Shares	Sole	2025-10-24
2025-06-30	$661	18	0.0%	Shares	Sole	2025-07-28
2025-03-31	$652	18	0.0%	Shares	Sole	2025-04-14
2024-12-31	$571	18	0.0%	Shares	Sole	2025-01-24
2024-09-30	$529	18	0.0%	Shares	Sole	2024-10-15
2024-06-30	$557	18	0.0%	Shares	Sole	2024-07-17
2024-03-31	$512	18	0.0%	Shares	Sole	2024-04-23
2023-12-31	$514	18	0.0%	Shares	Sole	2024-01-12
2023-09-30	$483	18	0.0%	Shares	Sole	2023-10-25
2023-06-30	$524	18	—	Shares	Sole	2023-09-13
No filing history on record for this holder in this stock.