AssuredPartners Investment Advisors’s CenterPoint Energy CNP Stock Holding History

AssuredPartners Investment Advisors’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 Q1	$234K	Hold	5,368	–	–	0.03%	361
2025 Q4	$206K	Hold	5,368	–	–	0.03%	327
2025 Q3	$208K	Sell	5,368 -1,483	-22%	-$56K	0.05%	257
2025 Q2	$252K	Sell	6,851 -2,794	-29%	-$104K	0.06%	209
2025 Q1	$349K	Buy	9,645 +19	+0.2%	+$637	0.07%	248
2024 Q4	$305K	Buy	+9,626	New	+$296K	0.06%	269

Other funds holding CNP

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AssuredPartners Investment Advisors's CNP Position: Q1 2026 in Review

AssuredPartners Investment Advisors held its CenterPoint Energy (CNP) position steady in Q1 2026 at 5,368 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #361.

AssuredPartners Investment Advisors first reported a position in CNP in Q4 2024 and has held it in 6 quarters since. The position peaked at $349K in Q1 2025. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

AssuredPartners Investment Advisors held 5,368 shares of CenterPoint Energy worth $234K as of Q1 2026.
AssuredPartners Investment Advisors left its CenterPoint Energy share count unchanged in Q1 2026.
CenterPoint Energy made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #361 holding.
AssuredPartners Investment Advisors first reported a position in CenterPoint Energy in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's CenterPoint Energy position peaked at $349K in Q1 2025.
819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.