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Journey Strategic Wealth’s CenterPoint Energy CNP Stock Holding History

Journey Strategic Wealth’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
Q1 		$375K Buy
8,686
+2,071
+31% +$85.5K 0.01% 442
2025
Q4 		$254K Buy
6,615
+830
+14% +$32.4K 0.01% 584
2025
Q3 		$224K Buy
+5,785
New +$219K 0.01% 605

Other funds holding CNP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Journey Strategic Wealth's CNP Position: Q1 2026 in Review

Journey Strategic Wealth increased its CenterPoint Energy (CNP) stake by 31% in Q1 2026, buying an estimated $85.5K and bringing the position to 8,686 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #442.

Journey Strategic Wealth first reported a position in CNP in Q3 2025 and has held it in 3 quarters since. 821 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

  • Journey Strategic Wealth held 8,686 shares of CenterPoint Energy worth $375K as of Q1 2026.
  • Journey Strategic Wealth bought 2,071 CenterPoint Energy shares in Q1 2026, an estimated $85.5K.
  • CenterPoint Energy made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #442 holding.
  • Journey Strategic Wealth first reported a position in CenterPoint Energy in Q3 2025 and has held it in 3 quarters since.
  • 821 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.