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Avidian Wealth Enterprises’s CenterPoint Energy CNP Stock Holding History

Avidian Wealth Enterprises’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 		$201K Buy
+4,561
New +$195K 0.01% 709
2023
Q2 		– Sell
-7,444
Closed -$219K – 425
2023
Q1 		$219K Buy
+7,444
New +$217K 0.01% 435
2022
Q2 		– Sell
-6,686
Closed -$205K – 461
2022
Q1 		$205K Buy
+6,686
New +$188K 0.01% 460

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

Avidian Wealth Enterprises's CNP Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in CenterPoint Energy (CNP) in Q2 2026: 4,561 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in CNP as recently as Q1 2023.

Avidian Wealth Enterprises first reported a position in CNP in Q1 2022 and has held it in 3 quarters since. The position peaked at $219K in Q1 2023. 865 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Avidian Wealth Enterprises held 4,561 shares of CenterPoint Energy worth $201K as of Q2 2026.
  • CenterPoint Energy was a new Avidian Wealth Enterprises position in Q2 2026.
  • CenterPoint Energy made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #709 holding.
  • Avidian Wealth Enterprises first reported a position in CenterPoint Energy in Q1 2022 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's CenterPoint Energy position peaked at $219K in Q1 2023.
  • 865 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.