Financial Gravity Asset Management’s CenterPoint Energy CNP Stock Holding History

Financial Gravity Asset 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 Q1	$3.93K	Buy	+91	New	+$3.76K	﹤0.01%	674
2024 Q2	–	Sell	-91	Closed	-$2.59K	–	1628
2024 Q1	$2.59K	Buy	91 +67	+279%	+$1.88K	﹤0.01%	1022
2023 Q4	$644	Buy	24 +12	+100%	+$334	﹤0.01%	1110
2023 Q3	$312	Sell	12 -17	-59%	-$491	﹤0.01%	872
2023 Q2	$606	Buy	+29	New	+$857	﹤0.01%	964
2023 Q1	–	Sell	-30	Closed	-$606	–	1232
2022 Q4	$606	Buy	+30	New	+$872	﹤0.01%	776
2020 Q2	–	Sell	-17	Closed	-$270	–	173
2020 Q1	$270	Sell	17 -16	-48%	-$367	﹤0.01%	668
2019 Q4	$27K	Sell	33 -2	-6%	-$54	0.02%	901
2019 Q3	$1K	Sell	35 -59	-63%	-$1.7K	﹤0.01%	997
2019 Q2	$3K	Sell	94 -268	-74%	-$7.99K	﹤0.01%	782
2019 Q1	$11K	Buy	+362	New	+$10.9K	0.01%	531
2018 Q3	$11K	Buy	416 +18	+5%	+$504	0.01%	553
2018 Q2	$11K	Sell	398 -375	-49%	-$9.84K	0.01%	544
2018 Q1	$20K	Buy	+773	New	+$21.1K	0.02%	502

Other funds holding CNP

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Financial Gravity Asset Management's CNP Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in CenterPoint Energy (CNP) in Q1 2026: 91 shares worth $3.93K. The stake represents ﹤0.01% of the portfolio and ranks #674 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in CNP as recently as Q1 2024.

Financial Gravity Asset Management first reported a position in CNP in Q1 2018 and has held it in 14 quarters since. The position peaked at $27K in Q4 2019. 827 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

Financial Gravity Asset Management held 91 shares of CenterPoint Energy worth $3.93K as of Q1 2026.
CenterPoint Energy was a new Financial Gravity Asset Management position in Q1 2026.
CenterPoint Energy made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #674 holding.
Financial Gravity Asset Management first reported a position in CenterPoint Energy in Q1 2018 and has held it in 14 quarters since.
Financial Gravity Asset Management's CenterPoint Energy position peaked at $27K in Q4 2019.
827 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.