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Plan A Wealth LLC

SEC CIK
0002093645
Latest filing
Jul 14, 2026

CNP holding history

Centerpoint Energy Inc in every 13F filed by Plan A Wealth 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)
5,084
Value
$223.9K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of CNP by Plan A Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,084$223.9K0.1%+86+1.7%AddedHolders
Q1 20264,998$215.7K0.1%+4,998NewHolders