Bartlett & Co Wealth Management’s CenterPoint Energy CNP Stock Holding History

Bartlett & Co 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	$1.06K	Buy	24 +11	+85%	+$471	﹤0.01%	1212
2026 Q1	$563	Buy	13 +9	+225%	+$372	﹤0.01%	1168
2025 Q4	$153	Hold	4	–	–	﹤0.01%	1205
2025 Q3	$155	Hold	4	–	–	﹤0.01%	1172
2025 Q2	$147	Hold	4	–	–	﹤0.01%	1211
2025 Q1	$145	Buy	+4	New	+$134	﹤0.01%	1187
2021 Q1	–	Sell	-105	Closed	-$2.27K	–	1122
2020 Q4	$2.27K	Buy	+105	New	+$2.33K	﹤0.01%	901

Other funds holding CNP

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bartlett & Co Wealth Management's CNP Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its CenterPoint Energy (CNP) stake by 85% in Q2 2026, buying an estimated $471 and bringing the position to 24 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Bartlett & Co Wealth Management first reported a position in CNP in Q4 2020 and has held it in 7 quarters since. The position peaked at $2.27K in Q4 2020. 865 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Bartlett & Co Wealth Management held 24 shares of CenterPoint Energy worth $1.06K as of Q2 2026.
Bartlett & Co Wealth Management bought 11 CenterPoint Energy shares in Q2 2026, an estimated $471.
CenterPoint Energy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1212 holding.
Bartlett & Co Wealth Management first reported a position in CenterPoint Energy in Q4 2020 and has held it in 7 quarters since.
Bartlett & Co Wealth Management's CenterPoint Energy position peaked at $2.27K in Q4 2020.
865 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.