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Dakota Wealth Management’s CenterPoint Energy CNP Stock Holding History

Dakota Wealth Management’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
2025
Q3 		– Sell
-5,994
Closed -$220K – 675
2025
Q2 		$220K Sell
5,994
-18
-0.3% -$667 ﹤0.01% 709
2025
Q1 		$218K Buy
+6,012
New +$201K 0.01% 698

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T. Rowe Price Investment Management
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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dakota Wealth Management's CNP Position: Q3 2025 in Review

Dakota Wealth Management sold out of CenterPoint Energy (CNP) in Q3 2025, closing a stake of 5,994 shares — an estimated $220K sold.

Dakota Wealth Management first reported a position in CNP in Q1 2025 and held it in 2 quarters. The position peaked at $220K in Q2 2025. 747 funds tracked by Wall St. Rank hold CNP as of Q3 2025.

  • Dakota Wealth Management reported no remaining CenterPoint Energy position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 5,994 CenterPoint Energy shares in Q3 2025, an estimated $220K.
  • Dakota Wealth Management first reported a position in CenterPoint Energy in Q1 2025 and held it in 2 quarters.
  • Dakota Wealth Management's CenterPoint Energy position peaked at $220K in Q2 2025.
  • 747 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.