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EP Wealth Advisors’s CenterPoint Energy CNP Stock Holding History

EP Wealth Advisors’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 		– Sell
-6,272
Closed -$240K – 1513
2025
Q4 		$240K Buy
+6,272
New +$244K ﹤0.01% 1263
2017
Q4 		– Sell
-7,997
Closed -$234K – 197
2017
Q3 		$234K Sell
7,997
-21,753
-73% -$628K 0.03% 156
2017
Q2 		$815K Buy
+29,750
New +$835K 0.1% 87

Other funds holding CNP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

EP Wealth Advisors's CNP Position: Q1 2026 in Review

EP Wealth Advisors sold out of CenterPoint Energy (CNP) in Q1 2026, closing a stake of 6,272 shares — an estimated $240K sold.

EP Wealth Advisors first reported a position in CNP in Q2 2017 and held it in 3 quarters. The position peaked at $815K in Q2 2017. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

  • EP Wealth Advisors reported no remaining CenterPoint Energy position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 6,272 CenterPoint Energy shares in Q1 2026, an estimated $240K.
  • EP Wealth Advisors first reported a position in CenterPoint Energy in Q2 2017 and held it in 3 quarters.
  • EP Wealth Advisors's CenterPoint Energy position peaked at $815K in Q2 2017.
  • 819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

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