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 Q1	$203K	Buy	+4,698	New	+$194K	﹤0.01%	735

Other funds holding CNP

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Crestwood Advisors Group's CNP Position: Q1 2026 in Review

Crestwood Advisors Group opened a new position in CenterPoint Energy (CNP) in Q1 2026: 4,698 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #735 among its holdings.

819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

Crestwood Advisors Group held 4,698 shares of CenterPoint Energy worth $203K as of Q1 2026.
CenterPoint Energy was a new Crestwood Advisors Group position in Q1 2026.
CenterPoint Energy made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #735 holding.
819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.