Key Financial Inc’s CenterPoint Energy CNP Stock Holding History

Key Financial Inc’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	$7.94K	Hold	184	–	–	﹤0.01%	929
2025 Q4	$7.05K	Hold	184	–	–	﹤0.01%	967
2025 Q3	$7.02K	Hold	184	–	–	﹤0.01%	964
2025 Q2	$6.76K	Hold	184	–	–	﹤0.01%	964
2025 Q1	$6.67K	Hold	184	–	–	﹤0.01%	926
2024 Q4	$5.84K	Hold	184	–	–	﹤0.01%	947
2024 Q3	$5.41K	Hold	184	–	–	﹤0.01%	957
2024 Q2	$5.7K	Hold	184	–	–	﹤0.01%	927
2024 Q1	$5.24K	Hold	184	–	–	﹤0.01%	928
2023 Q4	$5.26K	Hold	184	–	–	﹤0.01%	913
2023 Q3	$4.94K	Hold	184	–	–	﹤0.01%	911
2023 Q2	$5.36K	Buy	+184	New	+$5.44K	﹤0.01%	913

Other funds holding CNP

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Key Financial Inc's CNP Position: Q1 2026 in Review

Key Financial Inc held its CenterPoint Energy (CNP) position steady in Q1 2026 at 184 shares worth $7.94K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Key Financial Inc first reported a position in CNP in Q2 2023 and has held it in 12 quarters since. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

Key Financial Inc held 184 shares of CenterPoint Energy worth $7.94K as of Q1 2026.
Key Financial Inc left its CenterPoint Energy share count unchanged in Q1 2026.
CenterPoint Energy made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #929 holding.
Key Financial Inc first reported a position in CenterPoint Energy in Q2 2023 and has held it in 12 quarters since.
819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.