Avidian Wealth Enterprises’s CenterPoint Energy CNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$249K Buy
6,759
+2,198
+48% +$89.6K 0.01% 664
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

Avidian Wealth Enterprises's CNP Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its CenterPoint Energy (CNP) stake by 48% in Q3 2026, buying an estimated $89.6K and bringing the position to 6,759 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #664.

Avidian Wealth Enterprises first reported a position in CNP in Q1 2022 and has held it in 4 quarters since. 206 funds tracked by Wall St. Rank hold CNP as of Q3 2026.

  • Avidian Wealth Enterprises held 6,759 shares of CenterPoint Energy worth $249K as of Q3 2026.
  • Avidian Wealth Enterprises bought 2,198 CenterPoint Energy shares in Q3 2026, an estimated $89.6K.
  • CenterPoint Energy made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #664 holding.
  • Avidian Wealth Enterprises first reported a position in CenterPoint Energy in Q1 2022 and has held it in 4 quarters since.
  • 206 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.