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Garton & Associates Financial Advisors’s CenterPoint Energy CNP Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-253
Closed -$9.68K – 238
2025
Q4 		$9.68K Buy
+253
New +$9.86K 0.01% 841

Other funds holding CNP

Capital Research Global Investors
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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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Garton & Associates Financial Advisors's CNP Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of CenterPoint Energy (CNP) in Q1 2026, closing a stake of 253 shares — an estimated $9.68K sold.

Garton & Associates Financial Advisors first reported a position in CNP in Q4 2025 and held it in 1 quarter. The position peaked at $9.68K in Q4 2025. 827 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining CenterPoint Energy position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 253 CenterPoint Energy shares in Q1 2026, an estimated $9.68K.
  • Garton & Associates Financial Advisors first reported a position in CenterPoint Energy in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's CenterPoint Energy position peaked at $9.68K in Q4 2025.
  • 827 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.