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BFC Planning, Inc.’s CenterPoint Energy CNP Stock Holding History

BFC Planning, Inc.’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 		$14K Buy
317
+14
+5% +$600 ﹤0.01% 2194
2026
Q1 		$13.1K Hold
303
– – ﹤0.01% 1913
2025
Q4 		$11.6K Hold
303
– – ﹤0.01% 2006
2025
Q3 		$11.8K Hold
303
– – ﹤0.01% 1833
2025
Q2 		$11.1K Hold
303
– – ﹤0.01% 1750
2025
Q1 		$11K Sell
303
-18
-6% -$603 ﹤0.01% 1728
2024
Q4 		$10.2K Buy
+321
New +$9.9K ﹤0.01% 1755

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFC Planning, Inc.'s CNP Position: Q2 2026 in Review

BFC Planning, Inc. increased its CenterPoint Energy (CNP) stake by 4.6% in Q2 2026, buying an estimated $600 and bringing the position to 317 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

BFC Planning, Inc. first reported a position in CNP in Q4 2024 and has held it in 7 quarters since. 874 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • BFC Planning, Inc. held 317 shares of CenterPoint Energy worth $14K as of Q2 2026.
  • BFC Planning, Inc. bought 14 CenterPoint Energy shares in Q2 2026, an estimated $600.
  • CenterPoint Energy made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2194 holding.
  • BFC Planning, Inc. first reported a position in CenterPoint Energy in Q4 2024 and has held it in 7 quarters since.
  • 874 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.