Balance Wealth
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Balance Wealth’s CenterPoint Energy CNP Stock Holding History

Balance Wealth’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
Q3 		$2.83K Buy
+77
New +$3.14K ﹤0.01% 727

Other funds holding CNP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Balance Wealth's CNP Position: Q3 2026 in Review

Balance Wealth opened a new position in CenterPoint Energy (CNP) in Q3 2026: 77 shares worth $2.83K. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings.

688 funds tracked by Wall St. Rank hold CNP as of Q3 2026.

  • Balance Wealth held 77 shares of CenterPoint Energy worth $2.83K as of Q3 2026.
  • CenterPoint Energy was a new Balance Wealth position in Q3 2026.
  • CenterPoint Energy made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #727 holding.
  • 688 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.