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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
Q2 		$284K Buy
6,439
+309
+5% +$13.2K 0.13% 101
2026
Q1 		$265K Buy
+6,130
New +$253K 0.14% 102

Other funds holding CNP

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

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

BankPlus Wealth Management increased its CenterPoint Energy (CNP) stake by 5% in Q2 2026, buying an estimated $13.2K and bringing the position to 6,439 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #101.

BankPlus Wealth Management first reported a position in CNP in Q1 2026 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • BankPlus Wealth Management held 6,439 shares of CenterPoint Energy worth $284K as of Q2 2026.
  • BankPlus Wealth Management bought 309 CenterPoint Energy shares in Q2 2026, an estimated $13.2K.
  • CenterPoint Energy made up 0.13% of BankPlus Wealth Management's portfolio in Q2 2026, its #101 holding.
  • BankPlus Wealth Management first reported a position in CenterPoint Energy in Q1 2026 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.