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Accredited Wealth Management’s CenterPoint Energy CNP Stock Holding History

Accredited Wealth Management’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
Q1 		– Sell
-217
Closed -$6.89K – 394
2024
Q4 		$6.89K Buy
+217
New +$6.68K 0.01% 273

Other funds holding CNP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accredited Wealth Management's CNP Position: Q1 2025 in Review

Accredited Wealth Management sold out of CenterPoint Energy (CNP) in Q1 2025, closing a stake of 217 shares — an estimated $6.89K sold.

Accredited Wealth Management first reported a position in CNP in Q4 2024 and held it in 1 quarter. The position peaked at $6.89K in Q4 2024. 696 funds tracked by Wall St. Rank hold CNP as of Q1 2025.

  • Accredited Wealth Management reported no remaining CenterPoint Energy position as of Q1 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 217 CenterPoint Energy shares in Q1 2025, an estimated $6.89K.
  • Accredited Wealth Management first reported a position in CenterPoint Energy in Q4 2024 and held it in 1 quarter.
  • Accredited Wealth Management's CenterPoint Energy position peaked at $6.89K in Q4 2024.
  • 696 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2025.

Based on Accredited Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.