Roehl & Yi Investment Advisors, LLC

Position in CNP — Centerpoint Energy Inc

CIK 2097566 Eugene, OR

Position in CNP

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

Position Value

$363,990

+$8,395 QoQ

Shares Held

8,265

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#487

of 860 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Roehl & Yi Investment Advisors, LLC holds $2,310,140 across 5 Utilities - Regulated Electric names. CNP ranks #4 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	6,222	$714,658
2	PEG	Public Service Enterprise Group Inc	7,740	$628,178
3	POR	Portland General Electric Co /Or/	11,210	$581,014
4	CNP	Centerpoint Energy Inc This page	8,265	$363,990
5	NEE	Nextera Energy Inc	15,358	$22,300

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,990	8,265	+0.3%	Shares	Sole	2026-08-14
2026-03-31	$355,595	8,239	-33.9%	Shares	Sole	2026-05-14
2025-12-31	$478,023	12,468	+0.6%	Shares	Sole	2026-02-17
2025-09-30	$481,003	12,397	+1.0%	Shares	Sole	2026-05-29
2025-06-30	$451,093	12,278	0.0%	Shares	Sole	2026-05-29
2025-03-31	$444,831	12,278	0.0%	Shares	Sole	2026-05-29
2024-12-31	$389,580	12,278	—	Shares	Sole	2026-05-29
No filing history on record for this holder in this stock.