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Beese Fulmer Investment Management’s CenterPoint Energy CNP Stock Holding History

Beese Fulmer Investment 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 		– Sell
-12,100
Closed -$232K – 444
2025
Q4 		$232K Buy
12,100
+6,057
+100% +$236K 0.02% 351
2025
Q3 		$234K Sell
6,043
-94
-2% -$3.55K 0.02% 268
2025
Q2 		$225K Buy
+6,137
New +$227K 0.02% 270
2020
Q3 		– Sell
-2,400
Closed -$45K – 265
2020
Q2 		$45K Buy
+2,400
New +$41.3K 0.01% 329

Other funds holding CNP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Beese Fulmer Investment Management's CNP Position: Q1 2026 in Review

Beese Fulmer Investment Management sold out of CenterPoint Energy (CNP) in Q1 2026, closing a stake of 12,100 shares — an estimated $232K sold.

Beese Fulmer Investment Management first reported a position in CNP in Q2 2020 and held it in 4 quarters. The position peaked at $234K in Q3 2025. 829 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

  • Beese Fulmer Investment Management reported no remaining CenterPoint Energy position as of Q1 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 12,100 CenterPoint Energy shares in Q1 2026, an estimated $232K.
  • Beese Fulmer Investment Management first reported a position in CenterPoint Energy in Q2 2020 and held it in 4 quarters.
  • Beese Fulmer Investment Management's CenterPoint Energy position peaked at $234K in Q3 2025.
  • 829 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.