Beacon Pointe Advisors’s CenterPoint Energy CNP Stock Holding History

Beacon Pointe Advisors’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	$536K	Buy	12,424 +1,886	+18%	+$77.8K	﹤0.01%	1260
2025 Q4	$404K	Buy	10,538 +937	+10%	+$36.5K	﹤0.01%	1145
2025 Q3	$373K	Buy	+9,601	New	+$363K	﹤0.01%	1111
2024 Q2	–	Sell	-17,163	Closed	-$489K	–	1294
2024 Q1	$489K	Buy	17,163 +4,673	+37%	+$131K	0.01%	921
2023 Q4	$357K	Sell	12,490 -129	-1%	-$3.59K	﹤0.01%	1017
2023 Q3	$339K	Buy	12,619 +2,437	+24%	+$70.4K	﹤0.01%	1014
2023 Q2	$297K	Buy	10,182 +1,461	+17%	+$43.2K	﹤0.01%	888
2023 Q1	$257K	Buy	+8,721	New	+$255K	﹤0.01%	988
2022 Q2	–	Sell	-6,911	Closed	-$212K	–	1074
2022 Q1	$212K	Buy	+6,911	New	+$194K	﹤0.01%	1101

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

Beacon Pointe Advisors's CNP Position: Q1 2026 in Review

Beacon Pointe Advisors increased its CenterPoint Energy (CNP) stake by 18% in Q1 2026, buying an estimated $77.8K and bringing the position to 12,424 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Beacon Pointe Advisors first reported a position in CNP in Q1 2022 and has held it in 9 quarters since. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

Beacon Pointe Advisors held 12,424 shares of CenterPoint Energy worth $536K as of Q1 2026.
Beacon Pointe Advisors bought 1,886 CenterPoint Energy shares in Q1 2026, an estimated $77.8K.
CenterPoint Energy made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1260 holding.
Beacon Pointe Advisors first reported a position in CenterPoint Energy in Q1 2022 and has held it in 9 quarters since.
819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.