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 Q2	$2.14M	Sell	48,638 -2,323	-5%	-$99.5K	0.02%	126
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 $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dynasty Wealth Management's CNP Position: Q2 2026 in Review

Dynasty Wealth Management reduced its CenterPoint Energy (CNP) stake by 4.6% in Q2 2026, selling an estimated $99.5K and leaving 48,638 shares worth $2.14M. The position accounts for 0.02% of the portfolio, ranked #126.

Dynasty Wealth Management first reported a position in CNP in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.2M in Q1 2026. 865 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Dynasty Wealth Management held 48,638 shares of CenterPoint Energy worth $2.14M as of Q2 2026.
Dynasty Wealth Management sold 2,323 CenterPoint Energy shares in Q2 2026, an estimated $99.5K.
CenterPoint Energy made up 0.02% of Dynasty Wealth Management's portfolio in Q2 2026, its #126 holding.
Dynasty Wealth Management first reported a position in CenterPoint Energy in Q1 2024 and has held it in 10 quarters since.
Dynasty Wealth Management's CenterPoint Energy position peaked at $2.2M in Q1 2026.
865 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.