JNBA Financial Advisors’s CenterPoint Energy CNP Stock Holding History

JNBA 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 Q2	$129K	Hold	2,918	–	–	0.01%	224
2026 Q1	$126K	Hold	2,918	–	–	0.01%	219
2025 Q4	$112K	Buy	2,918 +2,000	+218%	+$78K	0.01%	231
2025 Q3	$35.6K	Hold	918	–	–	﹤0.01%	344
2025 Q2	$33.7K	Hold	918	–	–	﹤0.01%	336
2025 Q1	$33.3K	Hold	918	–	–	﹤0.01%	324
2024 Q4	$29.1K	Sell	918 -241	-21%	-$7.42K	﹤0.01%	342
2024 Q3	$34.1K	Buy	1,159 +241	+26%	+$6.74K	﹤0.01%	330
2024 Q2	$28.4K	Hold	918	–	–	﹤0.01%	345
2024 Q1	$26.2K	Hold	918	–	–	﹤0.01%	361
2023 Q4	$26.2K	Hold	918	–	–	﹤0.01%	363
2023 Q3	$24.6K	Sell	918 -40	-4%	-$1.16K	﹤0.01%	360
2023 Q2	$27.9K	Hold	958	–	–	﹤0.01%	350
2023 Q1	$28.2K	Hold	958	–	–	﹤0.01%	347
2022 Q4	$28.7K	Hold	958	–	–	﹤0.01%	333
2022 Q3	$27K	Hold	958	–	–	﹤0.01%	339
2022 Q2	$28K	Hold	958	–	–	﹤0.01%	348
2022 Q1	$29K	Hold	958	–	–	﹤0.01%	354
2021 Q4	$27K	Buy	958 +738	+335%	+$19.7K	﹤0.01%	374
2021 Q3	$5K	Hold	220	–	–	﹤0.01%	581
2021 Q2	$5K	Hold	220	–	–	﹤0.01%	537
2021 Q1	$5K	Hold	220	–	–	﹤0.01%	525
2020 Q4	$5K	Hold	220	–	–	﹤0.01%	490
2020 Q3	$4K	Hold	220	–	–	﹤0.01%	473
2020 Q2	$4K	Hold	220	–	–	﹤0.01%	466
2020 Q1	$3K	Hold	220	–	–	﹤0.01%	479
2019 Q4	$6K	Sell	220 -111	-34%	-$3.02K	﹤0.01%	478
2019 Q3	$10K	Buy	331 +111	+50%	+$3.2K	﹤0.01%	405
2019 Q2	$6K	Hold	220	–	–	﹤0.01%	491
2019 Q1	$7K	Hold	220	–	–	﹤0.01%	424
2018 Q4	$6K	Sell	220 -80	-27%	-$2.23K	﹤0.01%	418
2018 Q3	$8K	Buy	+300	New	+$8.4K	﹤0.01%	393
2017 Q1	–	Sell	-318	Closed	-$8K	–	471
2016 Q4	$8K	Sell	318 -637	-67%	-$14.9K	﹤0.01%	377
2016 Q3	$22K	Buy	955 +637	+200%	+$14.9K	﹤0.01%	772
2016 Q2	$8K	Hold	318	–	–	﹤0.01%	357
2016 Q1	$7K	Hold	318	–	–	﹤0.01%	385
2015 Q4	$6K	Hold	318	–	–	﹤0.01%	383
2015 Q3	$6K	Hold	318	–	–	﹤0.01%	389
2015 Q2	$6K	Hold	318	–	–	﹤0.01%	388
2015 Q1	$6K	Buy	+318	New	+$6.95K	﹤0.01%	399

Other funds holding CNP

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

JNBA Financial Advisors's CNP Position: Q2 2026 in Review

JNBA Financial Advisors held its CenterPoint Energy (CNP) position steady in Q2 2026 at 2,918 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #224.

JNBA Financial Advisors first reported a position in CNP in Q1 2015 and has held it in 40 quarters since. 315 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

JNBA Financial Advisors held 2,918 shares of CenterPoint Energy worth $129K as of Q2 2026.
JNBA Financial Advisors left its CenterPoint Energy share count unchanged in Q2 2026.
CenterPoint Energy made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #224 holding.
JNBA Financial Advisors first reported a position in CenterPoint Energy in Q1 2015 and has held it in 40 quarters since.
315 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.