Apella Capital
CNP icon

Apella Capital’s CenterPoint Energy CNP Stock Holding History

Apella Capital’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 		– Sell
-5,044
Closed -$224K – 809
2026
Q2 		$224K Buy
5,044
+132
+3% +$5.66K ﹤0.01% 645
2026
Q1 		$211K Buy
+4,912
New +$203K ﹤0.01% 635

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Nisa Investment Advisors
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Apella Capital's CNP Position: Q3 2026 in Review

Apella Capital sold out of CenterPoint Energy (CNP) in Q3 2026, closing a stake of 5,044 shares — an estimated $224K sold.

Apella Capital first reported a position in CNP in Q1 2026 and held it in 2 quarters. The position peaked at $224K in Q2 2026. 164 funds tracked by Wall St. Rank hold CNP as of Q3 2026.

  • Apella Capital reported no remaining CenterPoint Energy position as of Q3 2026 after selling out during the quarter.
  • Apella Capital sold 5,044 CenterPoint Energy shares in Q3 2026, an estimated $224K.
  • Apella Capital first reported a position in CenterPoint Energy in Q1 2026 and held it in 2 quarters.
  • Apella Capital's CenterPoint Energy position peaked at $224K in Q2 2026.
  • 164 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.