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JFS Wealth Advisors’s CenterPoint Energy CNP Stock Holding History

JFS Wealth 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
Q2 		$16.7K Buy
380
+51
+16% +$2.19K ﹤0.01% 814
2026
Q1 		$14.2K Sell
329
-1,230
-79% -$50.8K ﹤0.01% 829
2025
Q4 		$59.8K Buy
1,559
+126
+9% +$4.91K ﹤0.01% 483
2025
Q3 		$55.6K Buy
1,433
+1,102
+333% +$41.6K ﹤0.01% 489
2025
Q2 		$12.2K Buy
331
+4
+1% +$148 ﹤0.01% 801
2025
Q1 		$11.8K Buy
327
+27
+9% +$905 ﹤0.01% 825
2024
Q4 		$9.52K Buy
300
+14
+5% +$431 ﹤0.01% 869
2024
Q3 		$8.41K Buy
286
+35
+14% +$979 ﹤0.01% 916
2024
Q2 		$7.78K Sell
251
-5
-2% -$148 ﹤0.01% 875
2024
Q1 		$7.29K Sell
256
-49
-16% -$1.37K ﹤0.01% 930
2023
Q4 		$8.71K Buy
305
+38
+14% +$1.06K ﹤0.01% 818
2023
Q3 		$7.17K Sell
267
-2
-0.7% -$58 ﹤0.01% 844
2023
Q2 		$7.84K Sell
269
-25
-9% -$739 ﹤0.01% 810
2023
Q1 		$8.66K Sell
294
-43
-13% -$1.26K ﹤0.01% 766
2022
Q4 		$10.1K Sell
337
-48
-12% -$1.4K ﹤0.01% 709
2022
Q3 		$11K Sell
385
-44
-10% -$1.37K ﹤0.01% 695
2022
Q2 		$13K Buy
429
+163
+61% +$5.01K ﹤0.01% 689
2022
Q1 		$8K Buy
266
+164
+161% +$4.61K ﹤0.01% 854
2021
Q4 		$3K Buy
+102
New +$2.73K ﹤0.01% 924
2015
Q1 		– Sell
-320
Closed -$7K – 515
2014
Q4 		$7K Buy
+320
New +$7.64K ﹤0.01% 406

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 $3.37T AUM 44.26% 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

JFS Wealth Advisors's CNP Position: Q2 2026 in Review

JFS Wealth Advisors increased its CenterPoint Energy (CNP) stake by 16% in Q2 2026, buying an estimated $2.19K and bringing the position to 380 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

JFS Wealth Advisors first reported a position in CNP in Q4 2014 and has held it in 20 quarters since. The position peaked at $59.8K in Q4 2025. 862 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • JFS Wealth Advisors held 380 shares of CenterPoint Energy worth $16.7K as of Q2 2026.
  • JFS Wealth Advisors bought 51 CenterPoint Energy shares in Q2 2026, an estimated $2.19K.
  • CenterPoint Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #814 holding.
  • JFS Wealth Advisors first reported a position in CenterPoint Energy in Q4 2014 and has held it in 20 quarters since.
  • JFS Wealth Advisors's CenterPoint Energy position peaked at $59.8K in Q4 2025.
  • 862 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.