AllSquare Wealth Management’s CenterPoint Energy CNP Stock Holding History

AllSquare 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 Q3	$737	Hold	19	–	–	﹤0.01%	494
2025 Q2	$698	Hold	19	–	–	﹤0.01%	496
2025 Q1	$688	Hold	19	–	–	﹤0.01%	497
2024 Q4	$603	Hold	19	–	–	﹤0.01%	497
2024 Q3	$559	Hold	19	–	–	﹤0.01%	503
2024 Q2	$589	Hold	19	–	–	﹤0.01%	496
2024 Q1	$541	Hold	19	–	–	﹤0.01%	497
2023 Q4	$543	Hold	19	–	–	﹤0.01%	499
2023 Q3	$510	Hold	19	–	–	﹤0.01%	507
2023 Q2	$535	Buy	+19	New	+$561	﹤0.01%	520
2019 Q4	–	Sell	-39	Closed	-$1.06K	–	451
2019 Q3	$1K	Buy	+39	New	+$1.12K	﹤0.01%	431

Other funds holding CNP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllSquare Wealth Management's CNP Position: Q3 2025 in Review

AllSquare Wealth Management held its CenterPoint Energy (CNP) position steady in Q3 2025 at 19 shares worth $737. The position accounts for ﹤0.01% of the portfolio, ranked #494.

AllSquare Wealth Management first reported a position in CNP in Q3 2019 and has held it in 11 quarters since. The position peaked at $1K in Q3 2019. 747 funds tracked by Wall St. Rank hold CNP as of Q3 2025.

AllSquare Wealth Management held 19 shares of CenterPoint Energy worth $737 as of Q3 2025.
AllSquare Wealth Management left its CenterPoint Energy share count unchanged in Q3 2025.
CenterPoint Energy made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #494 holding.
AllSquare Wealth Management first reported a position in CenterPoint Energy in Q3 2019 and has held it in 11 quarters since.
AllSquare Wealth Management's CenterPoint Energy position peaked at $1K in Q3 2019.
747 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.