Cornerstone Wealth Management’s CenterPoint Energy CNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$241K Buy
5,595
+120
+2% +$4.95K 0.01% 625
2025
Q4
$210K Hold
5,475
0.01% 646
2025
Q3
$212K Buy
+5,475
New +$207K 0.01% 637
2018
Q4
Sell
-20,798
Closed -$724K 480
2018
Q3
$724K Buy
20,798
+11,177
+116% +$313K 0.01% 802
2018
Q2
$349K Buy
+9,621
New +$252K ﹤0.01% 1135

Other funds holding CNP

Cornerstone Wealth Management's CNP Position: Q1 2026 in Review

Cornerstone Wealth Management increased its CenterPoint Energy (CNP) stake by 2.2% in Q1 2026, buying an estimated $4.95K and bringing the position to 5,595 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #625.

Cornerstone Wealth Management first reported a position in CNP in Q2 2018 and has held it in 5 quarters since. The position peaked at $724K in Q3 2018. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

  • Cornerstone Wealth Management held 5,595 shares of CenterPoint Energy worth $241K as of Q1 2026.
  • Cornerstone Wealth Management bought 120 CenterPoint Energy shares in Q1 2026, an estimated $4.95K.
  • CenterPoint Energy made up 0.01% of Cornerstone Wealth Management's portfolio in Q1 2026, its #625 holding.
  • Cornerstone Wealth Management first reported a position in CenterPoint Energy in Q2 2018 and has held it in 5 quarters since.
  • Cornerstone Wealth Management's CenterPoint Energy position peaked at $724K in Q3 2018.
  • 819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.