Dynasty Wealth Management’s CenterPoint Energy CNP Stock Holding History

Dynasty 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
2026 Q1	$2.2M	Sell	50,961 -344	-0.7%	-$14.2K	0.02%	125
2025 Q4	$1.97M	Buy	51,305 +2,299	+5%	+$89.6K	0.02%	137
2025 Q3	$1.9M	Buy	49,006 +13,321	+37%	+$503K	0.03%	120
2025 Q2	$1.31M	Sell	35,685 -1,245	-3%	-$46.1K	0.02%	117
2025 Q1	$1.34M	Buy	36,930 +2,013	+6%	+$67.5K	0.02%	124
2024 Q4	$1.11M	Buy	34,917 +6,219	+22%	+$192K	0.02%	139
2024 Q3	$844K	Buy	28,698 +12,029	+72%	+$337K	0.03%	142
2024 Q2	$516K	Buy	16,669 +1,513	+10%	+$44.7K	0.02%	188
2024 Q1	$432K	Buy	+15,156	New	+$425K	0.01%	197

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

Dynasty Wealth Management's CNP Position: Q1 2026 in Review

Dynasty Wealth Management reduced its CenterPoint Energy (CNP) stake by 0.67% in Q1 2026, selling an estimated $14.2K and leaving 50,961 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #125.

Dynasty Wealth Management first reported a position in CNP in Q1 2024 and has held it in 9 quarters since. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

Dynasty Wealth Management held 50,961 shares of CenterPoint Energy worth $2.2M as of Q1 2026.
Dynasty Wealth Management sold 344 CenterPoint Energy shares in Q1 2026, an estimated $14.2K.
CenterPoint Energy made up 0.02% of Dynasty Wealth Management's portfolio in Q1 2026, its #125 holding.
Dynasty Wealth Management first reported a position in CenterPoint Energy in Q1 2024 and has held it in 9 quarters since.
819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.