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AE Wealth Management LLC: CNP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on CNP, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 37,766 CNP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,766 shares
    Change vs previous 13F +2,354 shares

    0.01% of the 13F portfolio, value $1,663,277.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 35,412 shares
    Change vs previous 13F +2,622 shares

    0.01% of the 13F portfolio, value $1,528,447.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,790 shares
    Change vs previous 13F -453,761 shares

    0.01% of the 13F portfolio, value $1,257,207.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 486,551 shares
    Change vs previous 13F +15,754 shares

    0.12% of the 13F portfolio, value $18,878,099.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 470,797 shares
    Change vs previous 13F +14,957 shares

    0.13% of the 13F portfolio, value $17,297,111.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 455,840 shares
    Change vs previous 13F -4,526 shares

    0.14% of the 13F portfolio, value $16,515,126.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 460,366 shares
    Change vs previous 13F +14,546 shares

    0.12% of the 13F portfolio, value $14,607,377.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 445,820 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $13,116,035.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).