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AA Financial Advisors’s CenterPoint Energy CNP Stock Holding History

AA Financial Advisors’s Portfolio CNP Stock Details CNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,003
Closed -$217K – 190
2025
Q1 		$217K Buy
+6,003
New +$201K 0.05% 167
2024
Q3 		– Sell
-7,024
Closed -$218K – 175
2024
Q2 		$218K Hold
7,024
– – 0.08% 153
2024
Q1 		$200K Buy
+7,024
New +$197K 0.08% 152

Other funds holding CNP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AA Financial Advisors's CNP Position: Q2 2025 in Review

AA Financial Advisors sold out of CenterPoint Energy (CNP) in Q2 2025, closing a stake of 6,003 shares — an estimated $217K sold.

AA Financial Advisors first reported a position in CNP in Q1 2024 and held it in 3 quarters. The position peaked at $218K in Q2 2024. 722 funds tracked by Wall St. Rank hold CNP as of Q2 2025.

  • AA Financial Advisors reported no remaining CenterPoint Energy position as of Q2 2025 after selling out during the quarter.
  • AA Financial Advisors sold 6,003 CenterPoint Energy shares in Q2 2025, an estimated $217K.
  • AA Financial Advisors first reported a position in CenterPoint Energy in Q1 2024 and held it in 3 quarters.
  • AA Financial Advisors's CenterPoint Energy position peaked at $218K in Q2 2024.
  • 722 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2025.

Based on AA Financial Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.