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 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 $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bartlett & Co Wealth Management's CNP Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its CenterPoint Energy (CNP) stake by 225% in Q1 2026, buying an estimated $372 and bringing the position to 13 shares worth $563. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Bartlett & Co Wealth Management first reported a position in CNP in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.27K in Q4 2020. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

Bartlett & Co Wealth Management held 13 shares of CenterPoint Energy worth $563 as of Q1 2026.
Bartlett & Co Wealth Management bought 9 CenterPoint Energy shares in Q1 2026, an estimated $372.
CenterPoint Energy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1168 holding.
Bartlett & Co Wealth Management first reported a position in CenterPoint Energy in Q4 2020 and has held it in 6 quarters since.
Bartlett & Co Wealth Management's CenterPoint Energy position peaked at $2.27K in Q4 2020.
819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.