BankPlus Wealth Management
CNP icon

BankPlus Wealth Management’s CenterPoint Energy CNP Stock Holding History

BankPlus 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
Q3 		$246K Buy
6,685
+246
+4% +$10K 0.11% 105
2026
Q2 		$284K Buy
6,439
+309
+5% +$13.2K 0.13% 101
2026
Q1 		$265K Buy
+6,130
New +$253K 0.14% 102

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W.H. Reaves & Co
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Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

BankPlus Wealth Management's CNP Position: Q3 2026 in Review

BankPlus Wealth Management increased its CenterPoint Energy (CNP) stake by 3.8% in Q3 2026, buying an estimated $10K and bringing the position to 6,685 shares worth $246K. The position accounts for 0.11% of the portfolio, ranked #105.

BankPlus Wealth Management first reported a position in CNP in Q1 2026 and has held it in 3 quarters since. The position peaked at $284K in Q2 2026. 400 funds tracked by Wall St. Rank hold CNP as of Q3 2026.

  • BankPlus Wealth Management held 6,685 shares of CenterPoint Energy worth $246K as of Q3 2026.
  • BankPlus Wealth Management bought 246 CenterPoint Energy shares in Q3 2026, an estimated $10K.
  • CenterPoint Energy made up 0.11% of BankPlus Wealth Management's portfolio in Q3 2026, its #105 holding.
  • BankPlus Wealth Management first reported a position in CenterPoint Energy in Q1 2026 and has held it in 3 quarters since.
  • BankPlus Wealth Management's CenterPoint Energy position peaked at $284K in Q2 2026.
  • 400 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.