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 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 $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Finer Wealth Management's CNP Position: Q1 2026 in Review

Finer Wealth Management increased its CenterPoint Energy (CNP) stake by 0.01% in Q1 2026, buying an estimated $41 and bringing the position to 11,050 shares worth $477K. The position accounts for 0.24% of the portfolio, ranked #61.

Finer Wealth Management first reported a position in CNP in Q4 2021 and has held it in 18 quarters since. The position peaked at $558K in Q4 2021. 820 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

Finer Wealth Management held 11,050 shares of CenterPoint Energy worth $477K as of Q1 2026.
Finer Wealth Management bought 1 CenterPoint Energy share in Q1 2026, an estimated $41.
CenterPoint Energy made up 0.24% of Finer Wealth Management's portfolio in Q1 2026, its #61 holding.
Finer Wealth Management first reported a position in CenterPoint Energy in Q4 2021 and has held it in 18 quarters since.
Finer Wealth Management's CenterPoint Energy position peaked at $558K in Q4 2021.
820 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.