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 Q2	$236K	Sell	5,366 -2	-0%	-$86	0.02%	378
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 $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssuredPartners Investment Advisors's CNP Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its CenterPoint Energy (CNP) stake by 0.04% in Q2 2026, selling an estimated $86 and leaving 5,366 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #378.

AssuredPartners Investment Advisors first reported a position in CNP in Q4 2024 and has held it in 7 quarters since. The position peaked at $349K in Q1 2025. 871 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

AssuredPartners Investment Advisors held 5,366 shares of CenterPoint Energy worth $236K as of Q2 2026.
AssuredPartners Investment Advisors sold 2 CenterPoint Energy shares in Q2 2026, an estimated $86.
CenterPoint Energy made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #378 holding.
AssuredPartners Investment Advisors first reported a position in CenterPoint Energy in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's CenterPoint Energy position peaked at $349K in Q1 2025.
871 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.