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Crestwood Advisors Group’s CenterPoint Energy CNP Stock Holding History

Crestwood Advisors 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 		$240K Buy
5,449
+751
+16% +$32.2K ﹤0.01% 773
2026
Q1 		$203K Buy
+4,698
New +$194K ﹤0.01% 735

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

Crestwood Advisors Group's CNP Position: Q2 2026 in Review

Crestwood Advisors Group increased its CenterPoint Energy (CNP) stake by 16% in Q2 2026, buying an estimated $32.2K and bringing the position to 5,449 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Crestwood Advisors Group first reported a position in CNP in Q1 2026 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Crestwood Advisors Group held 5,449 shares of CenterPoint Energy worth $240K as of Q2 2026.
  • Crestwood Advisors Group bought 751 CenterPoint Energy shares in Q2 2026, an estimated $32.2K.
  • CenterPoint Energy made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #773 holding.
  • Crestwood Advisors Group first reported a position in CenterPoint Energy in Q1 2026 and has held it in 2 quarters since.
  • 865 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.