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CBIZ Investment Advisory Services’s CenterPoint Energy CNP Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-14
Closed -$537 – 477
2025
Q4 		$537 Hold
14
– – ﹤0.01% 738
2025
Q3 		$543 Hold
14
– – ﹤0.01% 637
2025
Q2 		$514 Buy
+14
New +$519 ﹤0.01% 645

Other funds holding CNP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CBIZ Investment Advisory Services's CNP Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of CenterPoint Energy (CNP) in Q1 2026, closing a stake of 14 shares — an estimated $537 sold.

CBIZ Investment Advisory Services first reported a position in CNP in Q2 2025 and held it in 3 quarters. The position peaked at $543 in Q3 2025. 829 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining CenterPoint Energy position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 14 CenterPoint Energy shares in Q1 2026, an estimated $537.
  • CBIZ Investment Advisory Services first reported a position in CenterPoint Energy in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's CenterPoint Energy position peaked at $543 in Q3 2025.
  • 829 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.