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 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

Other funds holding CNP

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Evermay Wealth Management increased its CenterPoint Energy (CNP) stake by 15% in Q2 2026, buying an estimated $30.8K and bringing the position to 5,639 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #188.

Evermay Wealth Management first reported a position in CNP in Q1 2025 and has held it in 6 quarters since. 228 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Evermay Wealth Management held 5,639 shares of CenterPoint Energy worth $248K as of Q2 2026.
Evermay Wealth Management bought 720 CenterPoint Energy shares in Q2 2026, an estimated $30.8K.
CenterPoint Energy made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #188 holding.
Evermay Wealth Management first reported a position in CenterPoint Energy in Q1 2025 and has held it in 6 quarters since.
228 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.