Concurrent Investment Advisors’s CenterPoint Energy CNP Stock Holding History

Concurrent Investment 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	$1.13M	Buy	25,594 +1,369	+6%	+$58.7K	0.01%	947
2026 Q1	$1.05M	Buy	24,225 +4,337	+22%	+$179K	0.01%	860
2025 Q4	$763K	Buy	19,888 +6,207	+45%	+$242K	0.01%	953
2025 Q3	$531K	Buy	13,681 +1,225	+10%	+$46.3K	0.01%	894
2025 Q2	$458K	Buy	12,456 +964	+8%	+$35.7K	0.01%	882
2025 Q1	$416K	Buy	+11,492	New	+$385K	0.01%	801

Other funds holding CNP

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Concurrent Investment Advisors's CNP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its CenterPoint Energy (CNP) stake by 5.7% in Q2 2026, buying an estimated $58.7K and bringing the position to 25,594 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #947.

Concurrent Investment Advisors first reported a position in CNP in Q1 2025 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Concurrent Investment Advisors held 25,594 shares of CenterPoint Energy worth $1.13M as of Q2 2026.
Concurrent Investment Advisors bought 1,369 CenterPoint Energy shares in Q2 2026, an estimated $58.7K.
CenterPoint Energy made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #947 holding.
Concurrent Investment Advisors first reported a position in CenterPoint Energy in Q1 2025 and has held it in 6 quarters since.
320 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.