Advocate Group’s CenterPoint Energy CNP Stock Holding History

Advocate Group’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
2026 Q3	$445K	Hold	12,098	–	–	0.07%	96
2026 Q2	$533K	Hold	12,098	–	–	0.08%	94
2026 Q1	$522K	Hold	12,098	–	–	0.08%	93
2025 Q4	$464K	Hold	12,098	–	–	0.08%	95
2025 Q3	$469K	Hold	12,098	–	–	0.08%	93
2025 Q2	$444K	Hold	12,098	–	–	0.08%	93
2025 Q1	$438K	Hold	12,098	–	–	0.08%	92
2024 Q4	$384K	Hold	12,098	–	–	0.07%	97
2024 Q3	$356K	Hold	12,098	–	–	0.06%	98
2024 Q2	$375K	Sell	12,098 -958	-7%	-$28.3K	0.08%	98
2024 Q1	$372K	Hold	13,056	–	–	0.07%	98
2023 Q4	$373K	Sell	13,056 -691	-5%	-$19.2K	0.08%	99
2023 Q3	$369K	Hold	13,747	–	–	0.09%	97
2023 Q2	$401K	Hold	13,747	–	–	0.09%	98
2023 Q1	$405K	Hold	13,747	–	–	0.09%	99
2022 Q4	$412K	Hold	13,747	–	–	0.09%	95
2022 Q3	$387K	Hold	13,747	–	–	0.1%	89
2022 Q2	$407K	Buy	+13,747	New	+$423K	0.09%	91

Other funds holding CNP

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Advocate Group's CNP Position: Q3 2026 in Review

Advocate Group held its CenterPoint Energy (CNP) position steady in Q3 2026 at 12,098 shares worth $445K. The position accounts for 0.07% of the portfolio, ranked #96.

Advocate Group first reported a position in CNP in Q2 2022 and has held it in 18 quarters since. The position peaked at $533K in Q2 2026. 279 funds tracked by Wall St. Rank hold CNP as of Q3 2026.

Advocate Group held 12,098 shares of CenterPoint Energy worth $445K as of Q3 2026.
Advocate Group left its CenterPoint Energy share count unchanged in Q3 2026.
CenterPoint Energy made up 0.07% of Advocate Group's portfolio in Q3 2026, its #96 holding.
Advocate Group first reported a position in CenterPoint Energy in Q2 2022 and has held it in 18 quarters since.
Advocate Group's CenterPoint Energy position peaked at $533K in Q2 2026.
279 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.