Cassaday & Co Wealth Management’s CenterPoint Energy CNP Stock Holding History

Cassaday & Co Wealth 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	$66.5K	Buy	+1,540	New	+$63.6K	﹤0.01%	554

Other funds holding CNP

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cassaday & Co Wealth Management's CNP Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in CenterPoint Energy (CNP) in Q1 2026: 1,540 shares worth $66.5K. The stake represents ﹤0.01% of the portfolio and ranks #554 among its holdings.

819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

Cassaday & Co Wealth Management held 1,540 shares of CenterPoint Energy worth $66.5K as of Q1 2026.
CenterPoint Energy was a new Cassaday & Co Wealth Management position in Q1 2026.
CenterPoint Energy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #554 holding.
819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.