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Estate Planners Group’s CenterPoint Energy CNP Stock Holding History

Estate Planners Group’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
-274
Closed -$10.5K – 133
2025
Q4 		$10.5K Buy
+274
New +$10.7K ﹤0.01% 276

Other funds holding CNP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Estate Planners Group's CNP Position: Q1 2026 in Review

Estate Planners Group sold out of CenterPoint Energy (CNP) in Q1 2026, closing a stake of 274 shares — an estimated $10.5K sold.

Estate Planners Group first reported a position in CNP in Q4 2025 and held it in 1 quarter. The position peaked at $10.5K in Q4 2025. 829 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

  • Estate Planners Group reported no remaining CenterPoint Energy position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 274 CenterPoint Energy shares in Q1 2026, an estimated $10.5K.
  • Estate Planners Group first reported a position in CenterPoint Energy in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's CenterPoint Energy position peaked at $10.5K in Q4 2025.
  • 829 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.