Axxcess Wealth Management’s CenterPoint Energy CNP Stock Holding History

Axxcess Wealth Management’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	$2.25M	Buy	+50,992	New	+$2.18M	0.04%	373
2026 Q1	–	Sell	-50,232	Closed	-$1.93M	–	494
2025 Q4	$1.93M	Buy	50,232 +10,456	+26%	+$408K	0.03%	386
2025 Q3	$1.54M	Buy	39,776 +4,180	+12%	+$158K	0.03%	367
2025 Q2	$1.31M	Buy	+35,596	New	+$1.32M	0.03%	365
2024 Q2	–	Sell	-7,500	Closed	-$214K	–	864
2024 Q1	$214K	Hold	7,500	–	–	0.01%	795
2023 Q4	$214K	Hold	7,500	–	–	0.01%	760
2023 Q3	$201K	Buy	+7,500	New	+$217K	0.01%	738
2023 Q2	–	Sell	-7,434	Closed	-$219K	–	614
2023 Q1	$219K	Hold	7,434	–	–	0.02%	564
2022 Q4	$223K	Buy	+7,434	New	+$216K	0.02%	525

Other funds holding CNP

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Axxcess Wealth Management's CNP Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in CenterPoint Energy (CNP) in Q2 2026: 50,992 shares worth $2.25M. The stake represents 0.04% of the portfolio and ranks #373 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in CNP as recently as Q4 2025.

Axxcess Wealth Management first reported a position in CNP in Q4 2022 and has held it in 9 quarters since. 423 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Axxcess Wealth Management held 50,992 shares of CenterPoint Energy worth $2.25M as of Q2 2026.
CenterPoint Energy was a new Axxcess Wealth Management position in Q2 2026.
CenterPoint Energy made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #373 holding.
Axxcess Wealth Management first reported a position in CenterPoint Energy in Q4 2022 and has held it in 9 quarters since.
423 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.