Cornerstone Planning Group’s CenterPoint Energy CNP Stock Holding History

Cornerstone Planning Group’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	$8K	Buy	183 +19	+12%	+$814	﹤0.01%	961
2026 Q1	$7.1K	Buy	164 +73	+80%	+$3.01K	﹤0.01%	1004
2025 Q4	$3.62K	Buy	91 +14	+18%	+$546	﹤0.01%	1058
2025 Q3	$3K	Buy	77 +11	+17%	+$415	﹤0.01%	1078
2025 Q2	$2.57K	Buy	66 +5	+8%	+$185	﹤0.01%	878
2025 Q1	$2.28K	Buy	61 +28	+85%	+$938	﹤0.01%	956
2024 Q4	$1.08K	Buy	33 +14	+74%	+$431	﹤0.01%	936
2024 Q3	$559	Sell	19 -9	-32%	-$252	﹤0.01%	1061
2024 Q2	$727	Buy	28 +9	+47%	+$266	﹤0.01%	1015
2024 Q1	$560	Buy	+19	New	+$532	﹤0.01%	907

Other funds holding CNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cornerstone Planning Group's CNP Position: Q2 2026 in Review

Cornerstone Planning Group increased its CenterPoint Energy (CNP) stake by 12% in Q2 2026, buying an estimated $814 and bringing the position to 183 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Cornerstone Planning Group first reported a position in CNP in Q1 2024 and has held it in 10 quarters since. 513 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Cornerstone Planning Group held 183 shares of CenterPoint Energy worth $8K as of Q2 2026.
Cornerstone Planning Group bought 19 CenterPoint Energy shares in Q2 2026, an estimated $814.
CenterPoint Energy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #961 holding.
Cornerstone Planning Group first reported a position in CenterPoint Energy in Q1 2024 and has held it in 10 quarters since.
513 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.