Finer Wealth Management’s CenterPoint Energy CNP Stock Holding History

Finer 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	$487K	Hold	11,050	–	–	0.22%	58
2026 Q1	$477K	Buy	11,050 +1	+0%	+$41	0.24%	61
2025 Q4	$424K	Hold	11,049	–	–	0.21%	63
2025 Q3	$429K	Hold	11,049	–	–	0.21%	60
2025 Q2	$406K	Hold	11,049	–	–	0.22%	64
2025 Q1	$400K	Hold	11,049	–	–	0.24%	61
2024 Q4	$351K	Hold	11,049	–	–	0.2%	69
2024 Q3	$325K	Hold	11,049	–	–	0.2%	68
2024 Q2	$342K	Sell	11,049 -4,000	-27%	-$118K	0.22%	67
2024 Q1	$429K	Hold	15,049	–	–	0.28%	58
2023 Q4	$430K	Hold	15,049	–	–	0.32%	54
2023 Q3	$404K	Hold	15,049	–	–	0.32%	56
2023 Q2	$439K	Buy	15,049 +49	+0.3%	+$1.45K	0.34%	56
2023 Q1	$442K	Hold	15,000	–	–	0.37%	55
2022 Q4	$450K	Hold	15,000	–	–	0.42%	54
2022 Q3	$423K	Hold	15,000	–	–	0.42%	55
2022 Q2	$444K	Hold	15,000	–	–	0.41%	54
2022 Q1	$460K	Sell	15,000 -5,000	-25%	-$140K	0.38%	55
2021 Q4	$558K	Buy	+20,000	New	+$534K	0.46%	51

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Finer Wealth Management held its CenterPoint Energy (CNP) position steady in Q2 2026 at 11,050 shares worth $487K. The position accounts for 0.22% of the portfolio, ranked #58.

Finer Wealth Management first reported a position in CNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $558K in Q4 2021. 866 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Finer Wealth Management held 11,050 shares of CenterPoint Energy worth $487K as of Q2 2026.
Finer Wealth Management left its CenterPoint Energy share count unchanged in Q2 2026.
CenterPoint Energy made up 0.22% of Finer Wealth Management's portfolio in Q2 2026, its #58 holding.
Finer Wealth Management first reported a position in CenterPoint Energy in Q4 2021 and has held it in 19 quarters since.
Finer Wealth Management's CenterPoint Energy position peaked at $558K in Q4 2021.
866 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.