Cherry Tree Wealth Management’s CenterPoint Energy CNP Stock Holding History

Cherry Tree 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	$8.68K	Hold	201	–	–	﹤0.01%	443
2025 Q4	$7.71K	Buy	201 +200	+20,000%	+$7.8K	﹤0.01%	453
2025 Q3	$39	Sell	1 -4	-80%	-$151	﹤0.01%	589
2025 Q2	$184	Hold	5	–	–	﹤0.01%	600
2025 Q1	$182	Hold	5	–	–	﹤0.01%	753
2024 Q4	$159	Hold	5	–	–	﹤0.01%	642
2024 Q3	$148	Hold	5	–	–	﹤0.01%	610
2024 Q2	$155	Hold	5	–	–	﹤0.01%	592
2024 Q1	$143	Hold	5	–	–	﹤0.01%	590
2023 Q4	$143	Hold	5	–	–	﹤0.01%	587
2023 Q3	$135	Hold	5	–	–	﹤0.01%	580
2023 Q2	$146	Buy	+5	New	+$148	﹤0.01%	602

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cherry Tree Wealth Management's CNP Position: Q1 2026 in Review

Cherry Tree Wealth Management held its CenterPoint Energy (CNP) position steady in Q1 2026 at 201 shares worth $8.68K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Cherry Tree Wealth Management first reported a position in CNP in Q2 2023 and has held it in 12 quarters since. 827 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

Cherry Tree Wealth Management held 201 shares of CenterPoint Energy worth $8.68K as of Q1 2026.
Cherry Tree Wealth Management left its CenterPoint Energy share count unchanged in Q1 2026.
CenterPoint Energy made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #443 holding.
Cherry Tree Wealth Management first reported a position in CenterPoint Energy in Q2 2023 and has held it in 12 quarters since.
827 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.