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Clearstead Advisors’s CenterPoint Energy CNP Stock Holding History

Clearstead Advisors’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 		$84.8K Buy
1,926
+1,727
+868% +$74K ﹤0.01% 1342
2026
Q1 		$8.59K Sell
199
-1,611
-89% -$66.5K ﹤0.01% 1631
2025
Q4 		$69.4K Buy
1,810
+1,184
+189% +$46.2K ﹤0.01% 1258
2025
Q3 		$24.3K Buy
626
+63
+11% +$2.38K ﹤0.01% 1552
2025
Q2 		$20.7K Buy
563
+480
+578% +$17.8K ﹤0.01% 1613
2025
Q1 		$3.02K Buy
+83
New +$2.78K ﹤0.01% 1825
2024
Q1 		– Sell
-46
Closed -$1.31K – 1557
2023
Q4 		$1.31K Buy
+46
New +$1.28K ﹤0.01% 1357
2021
Q4 		– Sell
-94
Closed -$2K – 1300
2021
Q3 		$2K Buy
94
+35
+59% +$895 ﹤0.01% 1114
2021
Q2 		$1K Buy
+59
New +$1.45K ﹤0.01% 1131

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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

Clearstead Advisors's CNP Position: Q2 2026 in Review

Clearstead Advisors increased its CenterPoint Energy (CNP) stake by 868% in Q2 2026, buying an estimated $74K and bringing the position to 1,926 shares worth $84.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Clearstead Advisors first reported a position in CNP in Q2 2021 and has held it in 9 quarters since. 865 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Clearstead Advisors held 1,926 shares of CenterPoint Energy worth $84.8K as of Q2 2026.
  • Clearstead Advisors bought 1,727 CenterPoint Energy shares in Q2 2026, an estimated $74K.
  • CenterPoint Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1342 holding.
  • Clearstead Advisors first reported a position in CenterPoint Energy in Q2 2021 and has held it in 9 quarters since.
  • 865 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.