L.J. Altfest & Co’s CenterPoint Energy CNP Stock Holding History

L.J. Altfest & Co’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	-17,083	Closed	-$663K	–	337
2025 Q3	$663K	Buy	17,083 +2,927	+21%	+$111K	0.07%	190
2025 Q2	$520K	Buy	+14,156	New	+$525K	0.06%	211

Other funds holding CNP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

L.J. Altfest & Co's CNP Position: Q4 2025 in Review

L.J. Altfest & Co sold out of CenterPoint Energy (CNP) in Q4 2025, closing a stake of 17,083 shares — an estimated $663K sold.

L.J. Altfest & Co first reported a position in CNP in Q2 2025 and held it in 2 quarters. The position peaked at $663K in Q3 2025. 775 funds tracked by Wall St. Rank hold CNP as of Q4 2025.

L.J. Altfest & Co reported no remaining CenterPoint Energy position as of Q4 2025 after selling out during the quarter.
L.J. Altfest & Co sold 17,083 CenterPoint Energy shares in Q4 2025, an estimated $663K.
L.J. Altfest & Co first reported a position in CenterPoint Energy in Q2 2025 and held it in 2 quarters.
L.J. Altfest & Co's CenterPoint Energy position peaked at $663K in Q3 2025.
775 funds tracked by Wall St. Rank held CenterPoint Energy as of Q4 2025.

Based on L.J. Altfest & Co's 13F filing for Q4 2025, filed 23 Jan 2026.