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Legacy Advisors’s CenterPoint Energy CNP Stock Holding History

Legacy Advisors’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
Q2 		– Sell
-8,327
Closed -$302K – 100
2025
Q1 		$302K Buy
+8,327
New +$279K 0.03% 323

Other funds holding CNP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Advisors's CNP Position: Q2 2025 in Review

Legacy Advisors sold out of CenterPoint Energy (CNP) in Q2 2025, closing a stake of 8,327 shares — an estimated $302K sold.

Legacy Advisors first reported a position in CNP in Q1 2025 and held it in 1 quarter. The position peaked at $302K in Q1 2025. 721 funds tracked by Wall St. Rank hold CNP as of Q2 2025.

  • Legacy Advisors reported no remaining CenterPoint Energy position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 8,327 CenterPoint Energy shares in Q2 2025, an estimated $302K.
  • Legacy Advisors first reported a position in CenterPoint Energy in Q1 2025 and held it in 1 quarter.
  • Legacy Advisors's CenterPoint Energy position peaked at $302K in Q1 2025.
  • 721 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.