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Birch Financial Group, LLC

SEC CIK
0002083592
Latest filing
Jul 15, 2026

CNP holding history

Centerpoint Energy Inc in every 13F filed by Birch Financial Group, LLC, 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)
7,133
Value
$314.2K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of CNP by Birch Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,133$314.2K0.2%−188−2.6%ReducedHolders
Q1 20267,321$316.0K0.2%+1,259+20.8%AddedHolders
Q4 20256,062$232.4K0.1%+6,062NewHolders