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 Q3	$7.21K	Buy	196 +12	+7%	+$489	﹤0.01%	929
2026 Q2	$8.1K	Hold	184	–	–	﹤0.01%	925
2026 Q1	$7.94K	Hold	184	–	–	﹤0.01%	929
2025 Q4	$7.06K	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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Key Financial Inc's CNP Position: Q3 2026 in Review

Key Financial Inc increased its CenterPoint Energy (CNP) stake by 6.5% in Q3 2026, buying an estimated $489 and bringing the position to 196 shares worth $7.21K. 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 14 quarters since. The position peaked at $8.1K in Q2 2026. 436 funds tracked by Wall St. Rank hold CNP as of Q3 2026.

Key Financial Inc held 196 shares of CenterPoint Energy worth $7.21K as of Q3 2026.
Key Financial Inc bought 12 CenterPoint Energy shares in Q3 2026, an estimated $489.
CenterPoint Energy made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #929 holding.
Key Financial Inc first reported a position in CenterPoint Energy in Q2 2023 and has held it in 14 quarters since.
Key Financial Inc's CenterPoint Energy position peaked at $8.1K in Q2 2026.
436 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.