IWP
CNP icon

IAG Wealth Partners’s CenterPoint Energy CNP Stock Holding History

IAG Wealth Partners’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
-64
Closed -$2.32K – 503
2025
Q1 		$2.32K Hold
64
– – ﹤0.01% 442
2024
Q4 		$2.03K Buy
+64
New +$1.97K ﹤0.01% 463
2020
Q3 		– Sell
-48
Closed -$1K – 374
2020
Q2 		$1K Hold
48
– – ﹤0.01% 385
2020
Q1 		$1K Hold
48
– – ﹤0.01% 371
2019
Q4 		$2K Buy
+48
New +$1.3K ﹤0.01% 365

Other funds holding CNP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IAG Wealth Partners's CNP Position: Q2 2025 in Review

IAG Wealth Partners sold out of CenterPoint Energy (CNP) in Q2 2025, closing a stake of 64 shares — an estimated $2.32K sold.

IAG Wealth Partners first reported a position in CNP in Q4 2019 and held it in 5 quarters. The position peaked at $2.32K in Q1 2025. 722 funds tracked by Wall St. Rank hold CNP as of Q2 2025.

  • IAG Wealth Partners reported no remaining CenterPoint Energy position as of Q2 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 64 CenterPoint Energy shares in Q2 2025, an estimated $2.32K.
  • IAG Wealth Partners first reported a position in CenterPoint Energy in Q4 2019 and held it in 5 quarters.
  • IAG Wealth Partners's CenterPoint Energy position peaked at $2.32K in Q1 2025.
  • 722 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2025.

Based on IAG Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.