Crewe Advisors’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
Q2 | $13.4K | Buy |
304
+146
| +92% | +$6.25K | ﹤0.01% | 692 |
|
|
2026
Q1 | $6.82K | Hold |
158
| – | – | ﹤0.01% | 714 |
|
|
2025
Q4 | $6.06K | Hold |
158
| – | – | ﹤0.01% | 698 |
|
|
2025
Q3 | $6.13K | Hold |
158
| – | – | ﹤0.01% | 711 |
|
|
2025
Q2 | $5.8K | Hold |
158
| – | – | ﹤0.01% | 519 |
|
|
2025
Q1 | $5.72K | Hold |
158
| – | – | ﹤0.01% | 468 |
|
|
2024
Q4 | $5.01K | Sell |
158
-725
| -82% | -$22.3K | ﹤0.01% | 483 |
|
|
2024
Q3 | $26K | Hold |
883
| – | – | ﹤0.01% | 378 |
|
|
2024
Q2 | $27.4K | Hold |
883
| – | – | ﹤0.01% | 492 |
|
|
2024
Q1 | $25.2K | Buy |
+883
| New | +$24.7K | ﹤0.01% | 465 |
|
|
2023
Q4 | – | Sell |
-158
| Closed | -$4.24K | – | 468 |
|
|
2023
Q3 | $4.24K | Hold |
158
| – | – | ﹤0.01% | 300 |
|
|
2023
Q2 | $4.61K | Hold |
158
| – | – | ﹤0.01% | 473 |
|
|
2023
Q1 | $4.66K | Sell |
158
-158
| -50% | -$4.62K | ﹤0.01% | 645 |
|
|
2022
Q4 | $9.48K | Sell |
316
-49
| -13% | -$1.43K | ﹤0.01% | 557 |
|
|
2022
Q3 | $10K | Buy |
365
+49
| +16% | +$1.53K | ﹤0.01% | 654 |
|
|
2022
Q2 | $9K | Buy |
316
+158
| +100% | +$4.86K | ﹤0.01% | 615 |
|
|
2022
Q1 | $5K | Hold |
158
| – | – | ﹤0.01% | 390 |
|
|
2021
Q4 | $4K | Hold |
158
| – | – | ﹤0.01% | 359 |
|
|
2021
Q3 | $4K | Hold |
158
| – | – | ﹤0.01% | 314 |
|
|
2021
Q2 | $4K | Hold |
158
| – | – | ﹤0.01% | 342 |
|
|
2021
Q1 | $4K | Hold |
158
| – | – | ﹤0.01% | 380 |
|
|
2020
Q4 | $3K | Hold |
158
| – | – | ﹤0.01% | 380 |
|
|
2020
Q3 | $3K | Hold |
158
| – | – | ﹤0.01% | 433 |
|
|
2020
Q2 | $3K | Hold |
158
| – | – | ﹤0.01% | 193 |
|
|
2020
Q1 | $2K | Hold |
158
| – | – | ﹤0.01% | 164 |
|
|
2019
Q4 | $4K | Hold |
158
| – | – | ﹤0.01% | 195 |
|
|
2019
Q3 | $5K | Hold |
158
| – | – | ﹤0.01% | 194 |
|
|
2019
Q2 | $5K | Hold |
158
| – | – | ﹤0.01% | 237 |
|
|
2019
Q1 | $5K | Hold |
158
| – | – | ﹤0.01% | 194 |
|
|
2018
Q4 | $4K | Hold |
158
| – | – | ﹤0.01% | 201 |
|
|
2018
Q3 | $4K | Hold |
158
| – | – | ﹤0.01% | 215 |
|
|
2018
Q2 | $4K | Hold |
158
| – | – | ﹤0.01% | 232 |
|
|
2018
Q1 | $4K | Hold |
158
| – | – | ﹤0.01% | 240 |
|
|
2017
Q4 | $4K | Buy |
+158
| New | +$4.61K | ﹤0.01% | 239 |
|
Other funds holding CNP
Crewe Advisors's CNP Position: Q2 2026 in Review
Crewe Advisors increased its CenterPoint Energy (CNP) stake by 92% in Q2 2026, buying an estimated $6.25K and bringing the position to 304 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #692.
Crewe Advisors first reported a position in CNP in Q4 2017 and has held it in 34 quarters since. The position peaked at $27.4K in Q2 2024. 862 funds tracked by Wall St. Rank hold CNP as of Q2 2026.
- Crewe Advisors held 304 shares of CenterPoint Energy worth $13.4K as of Q2 2026.
- Crewe Advisors bought 146 CenterPoint Energy shares in Q2 2026, an estimated $6.25K.
- CenterPoint Energy made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #692 holding.
- Crewe Advisors first reported a position in CenterPoint Energy in Q4 2017 and has held it in 34 quarters since.
- Crewe Advisors's CenterPoint Energy position peaked at $27.4K in Q2 2024.
- 862 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.