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Graybill Wealth Management’s CenterPoint Energy CNP Stock Holding History

Graybill 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
2025
Q2 		– Sell
-300
Closed -$10.9K – 93
2025
Q1 		$10.9K Buy
+300
New +$10.1K ﹤0.01% 140

Other funds holding CNP

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Graybill Wealth Management's CNP Position: Q2 2025 in Review

Graybill Wealth Management sold out of CenterPoint Energy (CNP) in Q2 2025, closing a stake of 300 shares — an estimated $10.9K sold.

Graybill Wealth Management first reported a position in CNP in Q1 2025 and held it in 1 quarter. The position peaked at $10.9K in Q1 2025. 721 funds tracked by Wall St. Rank hold CNP as of Q2 2025.

  • Graybill Wealth Management reported no remaining CenterPoint Energy position as of Q2 2025 after selling out during the quarter.
  • Graybill Wealth Management sold 300 CenterPoint Energy shares in Q2 2025, an estimated $10.9K.
  • Graybill Wealth Management first reported a position in CenterPoint Energy in Q1 2025 and held it in 1 quarter.
  • Graybill Wealth Management's CenterPoint Energy position peaked at $10.9K in Q1 2025.
  • 721 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2025.

Based on Graybill Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.