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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CNP holding history

Centerpoint Energy Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CNP overviewAll 13F holders of CNPFull Q2 2026 holdings

Shares (Q2 2026)
152,520
Value
$6.72M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CNP by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026152,520$6.72M<0.1%+33,471+28.1%AddedHolders
Q1 2026119,049$5.14M<0.1%+25,360+27.1%AddedHolders
Q4 202593,689$3.59M<0.1%+4,725+5.3%AddedHolders
Q3 202588,964$3.45M<0.1%+10,280+13.1%AddedHolders
Q2 202578,684$2.89M<0.1%+2,046+2.7%AddedHolders
Q1 202576,638$2.78M<0.1%+3,157+4.3%AddedHolders
Q4 202473,481$2.33M<0.1%+10,904+17.4%AddedHolders
Q3 202462,577$1.84M<0.1%−11,461−15.5%ReducedHolders
Q2 202474,038$2.29M<0.1%−6,186−7.7%ReducedHolders
Q1 202480,224$2.29M<0.1%+14,256+21.6%AddedHolders
Q4 202365,968$1.88M<0.1%−1,599−2.4%ReducedHolders
Q3 202367,567$1.81M<0.1%+1,821+2.8%AddedHolders
Q2 202365,746$1.92M<0.1%−207,415−75.9%ReducedHolders
Q1 2023273,161$8.05M<0.1%+210,792+338.0%AddedHolders
Q4 202262,369$1.87M<0.1%+10,968+21.3%AddedHolders
Q3 202251,401$1.45M<0.1%+6,036+13.3%AddedHolders
Q2 202245,365$1.34M<0.1%−12,528−21.6%ReducedHolders
Q1 202257,893$1.77M<0.1%+18,825+48.2%AddedHolders
Q4 202139,068$1.09M<0.1%+815+2.1%AddedHolders
Q3 202138,253$941.0K<0.1%+3,036+8.6%AddedHolders
Q2 202135,217$864.0K<0.1%−26,052−42.5%ReducedHolders
Q1 202161,269$1.39M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.