FIDUCIARY FAMILY OFFICE, LLC

Family Office

Position in CNP — Centerpoint Energy Inc

CIK 2020280 Boca Raton, FL

Position in CNP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,848,623

+$254,423 QoQ

Shares Held

41,976

+13.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#306

of 860 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

FIDUCIARY FAMILY OFFICE, LLC holds $4,622,336 across 5 Utilities - Regulated Electric names. CNP ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNP	Centerpoint Energy Inc This page	41,976	$1,848,623
2	NEE	Nextera Energy Inc	16,249	$1,426,174
3	PPL	PPL Corp	20,772	$755,062
4	DTE	Dte Energy Co	2,426	$369,649
5	ETR	Entergy Corp /De/	1,940	$222,828

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,848,623	41,976	+13.6%	Shares	Sole	2026-08-05
2026-03-31	$1,594,200	36,937	+2.2%	Shares	Sole	2026-05-14
2025-12-31	$1,386,297	36,158	+1.1%	Shares	Sole	2026-02-10
2025-09-30	$1,387,682	35,765	+0.4%	Shares	Sole	2025-10-29
2025-06-30	$1,308,531	35,616	+13.3%	Shares	Sole	2025-07-30
2025-03-31	$1,138,419	31,422	+16.5%	Shares	Sole	2025-05-12
2024-09-30	$793,222	26,962	-8.9%	Shares	Sole	2024-10-30
2024-06-30	$916,915	29,597	+1.0%	Shares	Sole	2024-08-01
2024-03-31	$834,671	29,297	+83.1%	Shares	Sole	2024-05-07
2023-12-31	$457,062	15,998	—	Shares	Sole	2024-05-07
No filing history on record for this holder in this stock.