Plan A Wealth LLC

Position in CNP — Centerpoint Energy Inc

CIK 2093645 LINCOLN, NE

Position in CNP

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$223,899

+$8,186 QoQ

Shares Held

5,084

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#573

of 860 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Plan A Wealth LLC holds $1,198,666 across 4 Utilities - Regulated Electric names. CNP ranks #3 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	7,274	$638,438
2	CIG	Energy Co Of Minas Gerais	121,174	$254,465
3	CNP	Centerpoint Energy Inc This page	5,084	$223,899
4	ENIC	Enel Chile S.A.	18,192	$81,864

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,899	5,084	+1.7%	Shares	Sole	2026-07-14
2026-03-31	$215,713	4,998	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.