Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s CenterPoint Energy CNP Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-5,705
Closed -$221K – 612
2025
Q3 		$221K Sell
5,705
-4,530
-44% -$171K ﹤0.01% 1310
2025
Q2 		$376K Sell
10,235
-2,276
-18% -$84.3K ﹤0.01% 1073
2025
Q1 		$453K Sell
12,511
-29
-0.2% -$972 ﹤0.01% 931
2024
Q4 		$398K Buy
12,540
+658
+6% +$20.3K ﹤0.01% 963
2024
Q3 		$166K Buy
+11,882
New +$333K ﹤0.01% 962

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Boston Partners
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Fidelity Investments
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Deutsche Bank
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Kovitz Investment Group Partners's CNP Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of CenterPoint Energy (CNP) in Q4 2025, closing a stake of 5,705 shares — an estimated $221K sold.

Kovitz Investment Group Partners first reported a position in CNP in Q3 2024 and held it in 5 quarters. The position peaked at $453K in Q1 2025. 776 funds tracked by Wall St. Rank hold CNP as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining CenterPoint Energy position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,705 CenterPoint Energy shares in Q4 2025, an estimated $221K.
  • Kovitz Investment Group Partners first reported a position in CenterPoint Energy in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's CenterPoint Energy position peaked at $453K in Q1 2025.
  • 776 funds tracked by Wall St. Rank held CenterPoint Energy as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.