Birchwood Financial Partners’s CenterPoint Energy CNP Stock Holding History

Birchwood Financial Partners’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	$19.2K	Buy	+436	New	+$18.7K	0.02%	241

Other funds holding CNP

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Birchwood Financial Partners's CNP Position: Q2 2026 in Review

Birchwood Financial Partners opened a new position in CenterPoint Energy (CNP) in Q2 2026: 436 shares worth $19.2K. The stake represents 0.02% of the portfolio and ranks #241 among its holdings.

862 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Birchwood Financial Partners held 436 shares of CenterPoint Energy worth $19.2K as of Q2 2026.
CenterPoint Energy was a new Birchwood Financial Partners position in Q2 2026.
CenterPoint Energy made up 0.02% of Birchwood Financial Partners's portfolio in Q2 2026, its #241 holding.
862 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.