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Asset Planning Inc’s CenterPoint Energy CNP Stock Holding History

Asset Planning Inc’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
Q2 		$26.4K Buy
600
+250
+71% +$10.7K 0.02% 197
2026
Q1 		$15.1K Hold
350
– – 0.01% 223
2025
Q4 		$13.4K Hold
350
– – 0.01% 222
2025
Q3 		$13.6K Hold
350
– – 0.01% 227
2025
Q2 		$12.9K Hold
350
– – 0.01% 223
2025
Q1 		$12.7K Hold
350
– – 0.01% 225
2024
Q4 		$11.1K Buy
+350
New +$10.8K 0.01% 236

Other funds holding CNP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Asset Planning Inc's CNP Position: Q2 2026 in Review

Asset Planning Inc increased its CenterPoint Energy (CNP) stake by 71% in Q2 2026, buying an estimated $10.7K and bringing the position to 600 shares worth $26.4K. The position accounts for 0.02% of the portfolio, ranked #197.

Asset Planning Inc first reported a position in CNP in Q4 2024 and has held it in 7 quarters since. 865 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Asset Planning Inc held 600 shares of CenterPoint Energy worth $26.4K as of Q2 2026.
  • Asset Planning Inc bought 250 CenterPoint Energy shares in Q2 2026, an estimated $10.7K.
  • CenterPoint Energy made up 0.02% of Asset Planning Inc's portfolio in Q2 2026, its #197 holding.
  • Asset Planning Inc first reported a position in CenterPoint Energy in Q4 2024 and has held it in 7 quarters since.
  • 865 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.