Carson Wealth (CWM LLC)’s CenterPoint Energy CNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.05M | Buy |
24,390
+3,912
| +19% | +$161K | ﹤0.01% | 1504 |
|
|
2025
Q4 | $785K | Buy |
20,478
+6,501
| +47% | +$253K | ﹤0.01% | 1647 |
|
|
2025
Q3 | $542K | Buy |
13,977
+2,761
| +25% | +$104K | ﹤0.01% | 1747 |
|
|
2025
Q2 | $412K | Sell |
11,216
-1,569
| -12% | -$58.1K | ﹤0.01% | 1684 |
|
|
2025
Q1 | $463K | Sell |
12,785
-1,118
| -8% | -$37.5K | ﹤0.01% | 1477 |
|
|
2024
Q4 | $441K | Buy |
13,903
+3,165
| +29% | +$97.5K | ﹤0.01% | 1431 |
|
|
2024
Q3 | $316K | Sell |
10,738
-689
| -6% | -$19.3K | ﹤0.01% | 1516 |
|
|
2024
Q2 | $354K | Buy |
11,427
+555
| +5% | +$16.4K | ﹤0.01% | 1315 |
|
|
2024
Q1 | $310K | Buy |
10,872
+464
| +4% | +$13K | ﹤0.01% | 1314 |
|
|
2023
Q4 | $297K | Sell |
10,408
-2,752
| -21% | -$76.5K | ﹤0.01% | 1251 |
|
|
2023
Q3 | $353K | Buy |
13,160
+314
| +2% | +$9.07K | ﹤0.01% | 1099 |
|
|
2023
Q2 | $374K | Buy |
12,846
+1,109
| +9% | +$32.8K | ﹤0.01% | 1038 |
|
|
2023
Q1 | $346K | Buy |
11,737
+1,549
| +15% | +$45.2K | ﹤0.01% | 1014 |
|
|
2022
Q4 | $306K | Buy |
10,188
+4,123
| +68% | +$120K | ﹤0.01% | 946 |
|
|
2022
Q3 | $171K | Buy |
6,065
+186
| +3% | +$5.8K | ﹤0.01% | 1112 |
|
|
2022
Q2 | $174K | Buy |
5,879
+804
| +16% | +$24.7K | ﹤0.01% | 1092 |
|
|
2022
Q1 | $155K | Buy |
5,075
+1,100
| +28% | +$30.9K | ﹤0.01% | 1151 |
|
|
2021
Q4 | $111K | Buy |
+3,975
| New | +$106K | ﹤0.01% | 1257 |
|
|
2021
Q2 | $38K | Hold |
1,548
| – | – | ﹤0.01% | 1512 |
|
|
2021
Q1 | $38K | Hold |
1,548
| – | – | ﹤0.01% | 1512 |
|
|
2020
Q4 | $38K | Hold |
1,548
| – | – | ﹤0.01% | 1512 |
|
|
2020
Q3 | $38K | Hold |
1,548
| – | – | ﹤0.01% | 1512 |
|
|
2020
Q2 | $38K | Hold |
1,548
| – | – | ﹤0.01% | 1510 |
|
|
2020
Q1 | $38K | Hold |
1,548
| – | – | ﹤0.01% | 1510 |
|
|
2019
Q4 | $38K | Hold |
1,548
| – | – | ﹤0.01% | 1510 |
|
|
2019
Q3 | $38K | Hold |
1,548
| – | – | ﹤0.01% | 1510 |
|
|
2019
Q2 | $38K | Hold |
1,548
| – | – | ﹤0.01% | 1510 |
|
|
2019
Q1 | $38K | Sell |
1,548
-37
| -2% | -$1.12K | ﹤0.01% | 1510 |
|
|
2018
Q4 | $45K | Buy |
1,585
+97
| +7% | +$2.71K | ﹤0.01% | 900 |
|
|
2018
Q3 | $41K | Buy |
1,488
+117
| +9% | +$3.28K | ﹤0.01% | 783 |
|
|
2018
Q2 | $38K | Buy |
1,371
+1,271
| +1,271% | +$33.3K | ﹤0.01% | 690 |
|
|
2018
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1087 |
|
|
2017
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1186 |
|
|
2017
Q3 | $3K | Sell |
100
-154
| -61% | -$4.45K | ﹤0.01% | 1190 |
|
|
2017
Q2 | $7K | Buy |
254
+154
| +154% | +$4.32K | ﹤0.01% | 831 |
|
|
2017
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 928 |
|
|
2016
Q4 | $2K | Buy |
+100
| New | +$2.34K | ﹤0.01% | 972 |
|
Other funds holding CNP
Carson Wealth (CWM LLC)'s CNP Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its CenterPoint Energy (CNP) stake by 19% in Q1 2026, buying an estimated $161K and bringing the position to 24,390 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1504.
Carson Wealth (CWM LLC) first reported a position in CNP in Q4 2016 and has held it in 37 quarters since. 826 funds tracked by Wall St. Rank hold CNP as of Q1 2026.
- Carson Wealth (CWM LLC) held 24,390 shares of CenterPoint Energy worth $1.05M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 3,912 CenterPoint Energy shares in Q1 2026, an estimated $161K.
- CenterPoint Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1504 holding.
- Carson Wealth (CWM LLC) first reported a position in CenterPoint Energy in Q4 2016 and has held it in 37 quarters since.
- 826 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.