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Elevation Wealth Partners’s CenterPoint Energy CNP Stock Holding History

Elevation Wealth Partners’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
Q3 		$7.36K Buy
200
+87
+77% +$3.54K ﹤0.01% 1000
2026
Q2 		$4.98K Hold
113
– – ﹤0.01% 1019
2026
Q1 		$4.88K Hold
113
– – ﹤0.01% 720
2025
Q4 		$4.33K Buy
113
+68
+151% +$2.65K ﹤0.01% 665
2025
Q3 		$1.75K Buy
+45
New +$1.7K ﹤0.01% 669

Other funds holding CNP

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Elevation Wealth Partners's CNP Position: Q3 2026 in Review

Elevation Wealth Partners increased its CenterPoint Energy (CNP) stake by 77% in Q3 2026, buying an estimated $3.54K and bringing the position to 200 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Elevation Wealth Partners first reported a position in CNP in Q3 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold CNP as of Q3 2026.

  • Elevation Wealth Partners held 200 shares of CenterPoint Energy worth $7.36K as of Q3 2026.
  • Elevation Wealth Partners bought 87 CenterPoint Energy shares in Q3 2026, an estimated $3.54K.
  • CenterPoint Energy made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1000 holding.
  • Elevation Wealth Partners first reported a position in CenterPoint Energy in Q3 2025 and has held it in 5 quarters since.
  • 26 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.