Skip to content
Disclosery

Venturi Wealth Management, LLC: CNP position timeline

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

Venturi Wealth Management, LLC held 18,974 CNP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,974 shares
    Change vs previous 13F -115 shares

    0.03% of the 13F portfolio, value $835,586.

    13F-HR 0001666363-26-000004 filed by Venturi 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 19,089 shares
    Change vs previous 13F +1,089 shares

    0.04% of the 13F portfolio, value $823,848.

    13F-HR 0001666363-26-000003 filed by Venturi 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 18,000 shares
    Change vs previous 13F -309 shares

    0.03% of the 13F portfolio, value $690,088.

    13F-HR 0001666363-26-000001 filed by Venturi 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 18,309 shares
    Change vs previous 13F -188 shares

    0.03% of the 13F portfolio, value $710,391.

    13F-HR 0001666363-25-000008 filed by Venturi 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 18,497 shares
    Change vs previous 13F -1,308 shares

    0.03% of the 13F portfolio, value $679,580.

    13F-HR 0001666363-25-000006 filed by Venturi 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 19,805 shares
    Change vs previous 13F -5,898 shares

    0.04% of the 13F portfolio, value $717,536.

    13F-HR 0001666363-25-000005 filed by Venturi 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 25,703 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $815,557.

    13F-HR 0001666363-25-000004 filed by Venturi 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 25,697 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $756,006.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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