Position in CNP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$283,573
+$19,003 QoQ
Shares Held
6,439
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#528
of 860 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CNP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BankPlus Wealth Management LLC holds $1,038,567 across 3 Utilities - Regulated Electric names. CNP ranks #2 (27.3% of the industry book) .
All Filings in CNP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,573 | 6,439 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $264,570 | 6,130 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||