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Birch Financial Group’s CenterPoint Energy CNP Stock Holding History

Birch Financial Group’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 		$314K Sell
7,133
-188
-3% -$8.05K 0.16% 107
2026
Q1 		$316K Buy
7,321
+1,259
+21% +$52K 0.18% 97
2025
Q4 		$232K Buy
+6,062
New +$236K 0.13% 120

Other funds holding CNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Birch Financial Group's CNP Position: Q2 2026 in Review

Birch Financial Group reduced its CenterPoint Energy (CNP) stake by 2.6% in Q2 2026, selling an estimated $8.05K and leaving 7,133 shares worth $314K. The position accounts for 0.16% of the portfolio, ranked #107.

Birch Financial Group first reported a position in CNP in Q4 2025 and has held it in 3 quarters since. The position peaked at $316K in Q1 2026. 465 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Birch Financial Group held 7,133 shares of CenterPoint Energy worth $314K as of Q2 2026.
  • Birch Financial Group sold 188 CenterPoint Energy shares in Q2 2026, an estimated $8.05K.
  • CenterPoint Energy made up 0.16% of Birch Financial Group's portfolio in Q2 2026, its #107 holding.
  • Birch Financial Group first reported a position in CenterPoint Energy in Q4 2025 and has held it in 3 quarters since.
  • Birch Financial Group's CenterPoint Energy position peaked at $316K in Q1 2026.
  • 465 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.