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Golden State Wealth Management’s CenterPoint Energy CNP Stock Holding History

Golden State 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
2021
Q3 		– Sell
-100
Closed -$3K – 312
2021
Q2 		$3K Buy
+100
New +$2.45K ﹤0.01% 306

Other funds holding CNP

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State Street
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Golden State Wealth Management's CNP Position: Q2 2026 in Review

Golden State Wealth Management increased its CenterPoint Energy (CNP) stake by 0.47% in Q2 2026, buying an estimated $43 and bringing the position to 216 shares worth $9.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Golden State Wealth Management first reported a position in CNP in Q3 2021 and has held it in 8 quarters since. 465 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Golden State Wealth Management held 216 shares of CenterPoint Energy worth $9.54K as of Q2 2026.
  • Golden State Wealth Management bought 1 CenterPoint Energy share in Q2 2026, an estimated $43.
  • CenterPoint Energy made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1131 holding.
  • Golden State Wealth Management first reported a position in CenterPoint Energy in Q3 2021 and has held it in 8 quarters since.
  • 465 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.