Windsor Financial Group, LLC: CNP position timeline

Windsor Financial Group, LLC held 109,026 CNP shares at 2017-06-30 per its 13F-HR filed 2017-08-03.

the latest 13F is the newest step

1. period ended2017-06-30

   13F 109,026 shares

   Change vs previous 13F -1,215 shares

   1.39% of the 13F portfolio, value $2,985,000.

   13F-HR 0001132356-17-000004 filed by Windsor Financial Group, LLC
   Filed 2017-08-03 (acceptance time not in the bulk data set), ingested 2026-10-07 19:08:39 UTC

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

2. period ended2017-03-31

   13F 110,241 shares

   Change vs previous 13F -8,165 shares

   1.39% of the 13F portfolio, value $3,039,000.

   13F-HR 0001132356-17-000003 filed by Windsor Financial Group, LLC
   Filed 2017-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:09:43 UTC

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

3. period ended2016-12-31

   13F 118,406 shares

   Change vs previous 13F -3,171 shares

   1.38% of the 13F portfolio, value $2,918,000.

   13F-HR 0001132356-17-000002 filed by Windsor Financial Group, LLC
   Filed 2017-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

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

4. period ended2016-09-30

   13F 121,577 shares

   Change vs previous 13F -5,363 shares

   1.33% of the 13F portfolio, value $2,824,000.

   13F-HR 0001132356-16-000010 filed by Windsor Financial Group, LLC
   Filed 2016-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

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

5. period ended2016-06-30

   13F 126,940 shares

   Change vs previous 13F -3,513 shares

   1.39% of the 13F portfolio, value $3,047,000.

   13F-HR 0001132356-16-000009 filed by Windsor Financial Group, LLC
   Filed 2016-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

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

6. period ended2016-03-31

   13F 130,453 shares

   Change vs previous 13F +8,388 shares

   1.25% of the 13F portfolio, value $2,729,000.

   13F-HR 0001132356-16-000008 filed by Windsor Financial Group, LLC
   Filed 2016-04-20 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

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

7. period ended2015-12-31

   13F/A 122,065 shares

   Change vs previous 13F not available

   1.09% of the 13F portfolio, value $2,241,000.

   13F-HR/A 0001132356-16-000007 filed by Windsor Financial Group, LLC
   Filed 2016-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC

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