Creative Planning’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 | $5.14M | Buy |
119,049
+25,360
| +27% | +$1.05M | ﹤0.01% | 1176 |
|
|
2025
Q4 | $3.59M | Buy |
93,689
+4,725
| +5% | +$184K | ﹤0.01% | 1242 |
|
|
2025
Q3 | $3.45M | Buy |
88,964
+10,280
| +13% | +$388K | ﹤0.01% | 1108 |
|
|
2025
Q2 | $2.89M | Buy |
78,684
+2,046
| +3% | +$75.8K | ﹤0.01% | 1061 |
|
|
2025
Q1 | $2.78M | Buy |
76,638
+3,157
| +4% | +$106K | ﹤0.01% | 984 |
|
|
2024
Q4 | $2.33M | Buy |
73,481
+10,904
| +17% | +$336K | ﹤0.01% | 1036 |
|
|
2024
Q3 | $1.84M | Sell |
62,577
-11,461
| -15% | -$321K | ﹤0.01% | 1107 |
|
|
2024
Q2 | $2.29M | Sell |
74,038
-6,186
| -8% | -$183K | ﹤0.01% | 932 |
|
|
2024
Q1 | $2.29M | Buy |
80,224
+14,256
| +22% | +$399K | ﹤0.01% | 919 |
|
|
2023
Q4 | $1.88M | Sell |
65,968
-1,599
| -2% | -$44.4K | ﹤0.01% | 942 |
|
|
2023
Q3 | $1.81M | Buy |
67,567
+1,821
| +3% | +$52.6K | ﹤0.01% | 889 |
|
|
2023
Q2 | $1.92M | Sell |
65,746
-207,415
| -76% | -$6.13M | ﹤0.01% | 834 |
|
|
2023
Q1 | $8.05M | Buy |
273,161
+210,792
| +338% | +$6.16M | 0.01% | 382 |
|
|
2022
Q4 | $1.87M | Buy |
62,369
+10,968
| +21% | +$319K | ﹤0.01% | 771 |
|
|
2022
Q3 | $1.45M | Buy |
51,401
+6,036
| +13% | +$188K | ﹤0.01% | 803 |
|
|
2022
Q2 | $1.34M | Sell |
45,365
-12,528
| -22% | -$385K | ﹤0.01% | 852 |
|
|
2022
Q1 | $1.77M | Buy |
57,893
+18,825
| +48% | +$529K | ﹤0.01% | 752 |
|
|
2021
Q4 | $1.09M | Buy |
39,068
+815
| +2% | +$21.8K | ﹤0.01% | 918 |
|
|
2021
Q3 | $941K | Buy |
38,253
+3,036
| +9% | +$77.7K | ﹤0.01% | 975 |
|
|
2021
Q2 | $864K | Sell |
35,217
-26,052
| -43% | -$639K | ﹤0.01% | 1004 |
|
|
2021
Q1 | $1.39M | Buy |
61,269
+2,489
| +4% | +$53.1K | ﹤0.01% | 877 |
|
|
2020
Q4 | $1.27M | Buy |
58,780
+414
| +0.7% | +$9.18K | ﹤0.01% | 848 |
|
|
2020
Q3 | $1.13M | Buy |
58,366
+5,932
| +11% | +$116K | ﹤0.01% | 750 |
|
|
2020
Q2 | $979K | Sell |
52,434
-3,872
| -7% | -$66.7K | ﹤0.01% | 747 |
|
|
2020
Q1 | $870K | Sell |
56,306
-1,054
| -2% | -$24.2K | ﹤0.01% | 702 |
|
|
2019
Q4 | $1.56M | Sell |
57,360
-102
| -0.2% | -$2.77K | ﹤0.01% | 604 |
|
|
2019
Q3 | $1.73M | Sell |
57,462
-811
| -1% | -$23.4K | 0.01% | 540 |
|
|
2019
Q2 | $1.67M | Buy |
58,273
+3,191
| +6% | +$95.1K | 0.01% | 559 |
|
|
2019
Q1 | $1.69M | Buy |
55,082
+1,225
| +2% | +$37K | 0.01% | 521 |
|
|
2018
Q4 | $1.52M | Buy |
53,857
+4,674
| +10% | +$130K | 0.01% | 499 |
|
|
2018
Q3 | $1.36M | Buy |
49,183
+7,359
| +18% | +$206K | 0.01% | 625 |
|
|
2018
Q2 | $1.16M | Sell |
41,824
-7,023
| -14% | -$184K | ﹤0.01% | 675 |
|
|
2018
Q1 | $1.34M | Buy |
48,847
+5,902
| +14% | +$161K | 0.01% | 587 |
|
|
2017
Q4 | $1.22M | Buy |
42,945
+2,002
| +5% | +$58.4K | 0.01% | 630 |
|
|
2017
Q3 | $1.2M | Buy |
40,943
+1,430
| +4% | +$41.3K | 0.01% | 635 |
|
|
2017
Q2 | $1.08M | Buy |
39,513
+1,587
| +4% | +$44.5K | 0.01% | 651 |
|
|
2017
Q1 | $1.05M | Sell |
37,926
-2,526
| -6% | -$67.2K | 0.01% | 654 |
|
|
2016
Q4 | $997K | Buy |
40,452
+1,215
| +3% | +$28.4K | 0.01% | 622 |
|
|
2016
Q3 | $911K | Buy |
39,237
+1,787
| +5% | +$41.7K | 0.01% | 633 |
|
|
2016
Q2 | $899K | Sell |
37,450
-945
| -2% | -$20.9K | 0.01% | 553 |
|
|
2016
Q1 | $803K | Sell |
38,395
-1,451
| -4% | -$27.4K | 0.01% | 568 |
|
|
2015
Q4 | $732K | Buy |
39,846
+1,011
| +3% | +$17.9K | 0.01% | 606 |
|
|
2015
Q3 | $701K | Sell |
38,835
-1,861
| -5% | -$34.8K | 0.01% | 599 |
|
|
2015
Q2 | $774K | Buy |
40,696
+19,141
| +89% | +$387K | 0.01% | 546 |
|
|
2015
Q1 | $440K | Buy |
21,555
+572
| +3% | +$12.5K | ﹤0.01% | 793 |
|
|
2014
Q4 | $492K | Sell |
20,983
-74
| -0.4% | -$1.77K | 0.01% | 699 |
|
|
2014
Q3 | $515K | Buy |
21,057
+4,742
| +29% | +$117K | 0.01% | 645 |
|
|
2014
Q2 | $417K | Buy |
16,315
+525
| +3% | +$12.7K | 0.01% | 716 |
|
|
2014
Q1 | $374K | Sell |
15,790
-311
| -2% | -$7.31K | 0.01% | 738 |
|
|
2013
Q4 | $373K | Buy |
16,101
+4,761
| +42% | +$114K | 0.01% | 605 |
|
|
2013
Q3 | $272K | Buy |
11,340
+661
| +6% | +$15.7K | 0.01% | 650 |
|
|
2013
Q2 | $251K | Buy |
+10,679
| New | +$254K | 0.01% | 608 |
|
Other funds holding CNP
VCM
VPM
Creative Planning's CNP Position: Q1 2026 in Review
Creative Planning increased its CenterPoint Energy (CNP) stake by 27% in Q1 2026, buying an estimated $1.05M and bringing the position to 119,049 shares worth $5.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1176.
Creative Planning first reported a position in CNP in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.05M in Q1 2023. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.
- Creative Planning held 119,049 shares of CenterPoint Energy worth $5.14M as of Q1 2026.
- Creative Planning bought 25,360 CenterPoint Energy shares in Q1 2026, an estimated $1.05M.
- CenterPoint Energy made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1176 holding.
- Creative Planning first reported a position in CenterPoint Energy in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's CenterPoint Energy position peaked at $8.05M in Q1 2023.
- 819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.