Private Wealth Management Group, LLC

Position in CNP — Centerpoint Energy Inc

CIK 2011342 PRINCETON, NJ

Position in CNP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,624

+$93 QoQ

Shares Held

105

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#778

of 860 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $584,387 across 27 Utilities - Regulated Electric names. CNP ranks #21 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	1,504	$122,064
2	D	Dominion Energy, Inc	1,252	$85,499
3	EXC	Exelon Corp	1,157	$53,939
4	DUK	Duke Energy CORP	423	$53,543
5	NEE	Nextera Energy Inc	442	$38,794
6	SO	Southern Co	285	$27,277
7	EVRG	Evergy, Inc.	260	$22,471
8	OGE	Oge Energy Corp.	446	$21,702

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,624	105	0.0%	Shares	Sole	2026-07-27
2026-03-31	$4,531	105	0.0%	Shares	Sole	2026-04-23
2025-12-31	$4,025	105	0.0%	Shares	Sole	2026-01-23
2025-09-30	$4,074	105	0.0%	Shares	Sole	2025-10-17
2025-06-30	$3,857	105	0.0%	Shares	Sole	2025-07-29
2025-03-31	$3,804	105	+228.1%	Shares	Sole	2025-05-02
2024-12-31	$1,015	32	0.0%	Shares	Sole	2025-01-27
2024-09-30	$941	32	-76.5%	Shares	Sole	2024-10-29
2024-06-30	$4,213	136	0.0%	Shares	Sole	2024-08-13
2024-03-31	$3,874	136	0.0%	Shares	Sole	2024-04-30
2023-12-31	$3,885	136	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.