Birch Financial Group
CNP icon

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
Q3 		$142K Sell
3,860
-3,273
-46% -$133K 0.07% 162
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

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Birch Financial Group's CNP Position: Q3 2026 in Review

Birch Financial Group reduced its CenterPoint Energy (CNP) stake by 46% in Q3 2026, selling an estimated $133K and leaving 3,860 shares worth $142K. The position accounts for 0.07% of the portfolio, ranked #162.

Birch Financial Group first reported a position in CNP in Q4 2025 and has held it in 4 quarters since. The position peaked at $316K in Q1 2026. 484 funds tracked by Wall St. Rank hold CNP as of Q3 2026.

  • Birch Financial Group held 3,860 shares of CenterPoint Energy worth $142K as of Q3 2026.
  • Birch Financial Group sold 3,273 CenterPoint Energy shares in Q3 2026, an estimated $133K.
  • CenterPoint Energy made up 0.07% of Birch Financial Group's portfolio in Q3 2026, its #162 holding.
  • Birch Financial Group first reported a position in CenterPoint Energy in Q4 2025 and has held it in 4 quarters since.
  • Birch Financial Group's CenterPoint Energy position peaked at $316K in Q1 2026.
  • 484 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.