Evermay Wealth Management
CNP icon

Evermay Wealth Management’s CenterPoint Energy CNP Stock Holding History

Evermay 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
Q3 		$208K Hold
5,639
– – 0.02% 199
2026
Q2 		$248K Buy
5,639
+720
+15% +$30.8K 0.03% 188
2026
Q1 		$212K Hold
4,919
– – 0.02% 189
2025
Q4 		$189K Hold
4,919
– – 0.02% 202
2025
Q3 		$191K Hold
4,919
– – 0.02% 200
2025
Q2 		$181K Hold
4,919
– – 0.02% 204
2025
Q1 		$178K Buy
+4,919
New +$165K 0.02% 199

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Evermay Wealth Management's CNP Position: Q3 2026 in Review

Evermay Wealth Management held its CenterPoint Energy (CNP) position steady in Q3 2026 at 5,639 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #199.

Evermay Wealth Management first reported a position in CNP in Q1 2025 and has held it in 7 quarters since. The position peaked at $248K in Q2 2026. 400 funds tracked by Wall St. Rank hold CNP as of Q3 2026.

  • Evermay Wealth Management held 5,639 shares of CenterPoint Energy worth $208K as of Q3 2026.
  • Evermay Wealth Management left its CenterPoint Energy share count unchanged in Q3 2026.
  • CenterPoint Energy made up 0.02% of Evermay Wealth Management's portfolio in Q3 2026, its #199 holding.
  • Evermay Wealth Management first reported a position in CenterPoint Energy in Q1 2025 and has held it in 7 quarters since.
  • Evermay Wealth Management's CenterPoint Energy position peaked at $248K in Q2 2026.
  • 400 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.