CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

CNP holding history

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

CNP overview All 13F holders of CNP Full Q2 2026 holdings

Shares (Q2 2026): 118,752
Value: $5.23M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of CNP by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	118,752	$5.23M	0.2%	+13,182+12.5%	Added	Holders
Q1 2026	105,570	$4.56M	0.3%	+28,588+37.1%	Added	Holders
Q4 2025	76,982	$2.95M	0.3%	+4,909+6.8%	Added	Holders
Q3 2025	72,073	$2.80M	0.3%	−1,402−1.9%	Reduced	Holders
Q2 2025	73,475	$2.70M	0.3%	+2,992+4.2%	Added	Holders
Q1 2025	70,483	$2.55M	0.3%	+1,667+2.4%	Added	Holders
Q4 2024	68,816	$2.18M	0.2%	+182+0.3%	Added	Holders
Q3 2024	68,634	$2.02M	0.2%	−1,738−2.5%	Reduced	Holders
Q2 2024	70,372	$2.18M	0.3%	−15,249−17.8%	Reduced	Holders
Q1 2024	85,621	$2.44M	0.2%	+6,781+8.6%	Added	Holders
Q4 2023	78,840	$2.25M	0.2%	+1,491+1.9%	Added	Holders
Q3 2023	77,349	$2.08M	0.3%	−9,083−10.5%	Reduced	Holders
Q2 2023	86,432	$2.52M	0.3%	−2,561−2.9%	Reduced	Holders
Q1 2023	88,993	$2.62M	0.3%	+5,072+6.0%	Added	Holders
Q4 2022	83,921	$2.52M	0.3%	−538−0.6%	Reduced	Holders
Q3 2022	84,459	$2.38M	0.3%	+5,674+7.2%	Added	Holders
Q2 2022	78,785	$2.33M	0.3%	−5,072−6.0%	Reduced	Holders
Q1 2022	83,857	$2.57M	0.3%	−15,788−15.8%	Reduced	Holders
Q4 2021	99,645	$2.78M	0.3%	+17,035+20.6%	Added	Holders
Q3 2021	82,610	$2.03M	0.3%	+8,702+11.8%	Added	Holders
Q2 2021	73,908	$1.81M	0.2%	+16,050+27.7%	Added	Holders
Q1 2021	57,858	$1.31M	0.2%	–	–	Holders

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