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EverSource Wealth Advisors’s CenterPoint Energy CNP Stock Holding History

EverSource 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
Q2 		$264K Buy
5,989
+168
+3% +$7.2K 0.01% 871
2026
Q1 		$251K Sell
5,821
-43
-0.7% -$1.77K 0.01% 927
2025
Q4 		$225K Sell
5,864
-282
-5% -$11K 0.01% 895
2025
Q3 		$238K Sell
6,146
-71
-1% -$2.68K 0.01% 817
2025
Q2 		$228K Sell
6,217
-1,171
-16% -$43.4K 0.01% 805
2025
Q1 		$268K Buy
7,388
+793
+12% +$26.6K 0.01% 564
2024
Q4 		$209K Sell
6,595
-298
-4% -$9.18K 0.01% 638
2024
Q3 		$203K Buy
6,893
+99
+1% +$2.77K 0.01% 550
2024
Q2 		$189K Buy
6,794
+259
+4% +$7.65K 0.01% 576
2024
Q1 		$190K Buy
6,535
+4,158
+175% +$116K 0.02% 506
2023
Q4 		$67.9K Buy
2,377
+492
+26% +$13.7K 0.01% 779
2023
Q3 		$50.6K Buy
1,885
+78
+4% +$2.25K 0.01% 798
2023
Q2 		$52.7K Sell
1,807
-228
-11% -$6.74K 0.01% 817
2023
Q1 		$60K Buy
2,035
+176
+9% +$5.14K 0.01% 724
2022
Q4 		$55.7K Sell
1,859
-175
-9% -$5.09K 0.01% 722
2022
Q3 		$57K Sell
2,034
-862
-30% -$26.9K 0.01% 601
2022
Q2 		$85K Buy
2,896
+1,423
+97% +$43.8K 0.02% 421
2022
Q1 		$44K Buy
1,473
+610
+71% +$17.1K 0.01% 490
2021
Q4 		$24K Buy
+863
New +$23.1K 0.01% 608

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

EverSource Wealth Advisors's CNP Position: Q2 2026 in Review

EverSource Wealth Advisors increased its CenterPoint Energy (CNP) stake by 2.9% in Q2 2026, buying an estimated $7.2K and bringing the position to 5,989 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #871.

EverSource Wealth Advisors first reported a position in CNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $268K in Q1 2025. 862 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • EverSource Wealth Advisors held 5,989 shares of CenterPoint Energy worth $264K as of Q2 2026.
  • EverSource Wealth Advisors bought 168 CenterPoint Energy shares in Q2 2026, an estimated $7.2K.
  • CenterPoint Energy made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #871 holding.
  • EverSource Wealth Advisors first reported a position in CenterPoint Energy in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's CenterPoint Energy position peaked at $268K in Q1 2025.
  • 862 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.