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Legacy Financial Advisors’s CenterPoint Energy CNP Stock Holding History

Legacy Financial 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
2026
Q2 		$274K Sell
6,223
-264
-4% -$11.3K 0.03% 365
2026
Q1 		$280K Sell
6,487
-227
-3% -$9.37K 0.04% 339
2025
Q4 		$257K Sell
6,714
-105
-2% -$4.09K 0.04% 340
2025
Q3 		$265K Buy
6,819
+121
+2% +$4.57K 0.04% 353
2025
Q2 		$246K Sell
6,698
-7,384
-52% -$274K 0.04% 306
2025
Q1 		$510K Buy
14,082
+183
+1% +$6.13K 0.09% 190
2024
Q4 		$441K Sell
13,899
-187
-1% -$5.76K 0.07% 211
2024
Q3 		$414K Buy
14,086
+561
+4% +$15.7K 0.07% 225
2024
Q2 		$419K Buy
13,525
+5
+0% +$148 0.07% 201
2024
Q1 		$385K Buy
13,520
+1,041
+8% +$29.2K 0.07% 204
2023
Q4 		$357K Buy
12,479
+1,396
+13% +$38.8K 0.07% 205
2023
Q3 		$298K Buy
11,083
+85
+0.8% +$2.46K 0.06% 202
2023
Q2 		$321K Buy
10,998
+11
+0.1% +$325 0.06% 193
2023
Q1 		$324K Sell
10,987
-42
-0.4% -$1.23K 0.07% 176
2022
Q4 		$331K Buy
11,029
+1,803
+20% +$52.4K 0.07% 167
2022
Q3 		$260K Buy
9,226
+354
+4% +$11K 0.06% 178
2022
Q2 		$262K Buy
8,872
+515
+6% +$15.8K 0.07% 169
2022
Q1 		$256K Sell
8,357
-503
-6% -$14.1K 0.06% 194
2021
Q4 		$247K Buy
8,860
+414
+5% +$11.1K 0.06% 172
2021
Q3 		$208K Buy
8,446
+173
+2% +$4.42K 0.05% 176
2021
Q2 		$203K Buy
+8,273
New +$203K 0.05% 167
2019
Q2 		– Sell
-1,489
Closed -$46K – 279
2019
Q1 		$46K Buy
1,489
+129
+9% +$3.9K 0.02% 286
2018
Q4 		$38K Buy
1,360
+274
+25% +$7.65K 0.01% 289
2018
Q3 		$30K Hold
1,086
– – 0.01% 309
2018
Q2 		$30K Sell
1,086
-232
-18% -$6.08K 0.01% 315
2018
Q1 		$35K Sell
1,318
-377
-22% -$10.3K 0.01% 288
2017
Q4 		$48K Buy
+1,695
New +$49.4K 0.02% 246

Other funds holding CNP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legacy Financial Advisors's CNP Position: Q2 2026 in Review

Legacy Financial Advisors reduced its CenterPoint Energy (CNP) stake by 4.1% in Q2 2026, selling an estimated $11.3K and leaving 6,223 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #365.

Legacy Financial Advisors first reported a position in CNP in Q4 2017 and has held it in 27 quarters since. The position peaked at $510K in Q1 2025. 868 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Legacy Financial Advisors held 6,223 shares of CenterPoint Energy worth $274K as of Q2 2026.
  • Legacy Financial Advisors sold 264 CenterPoint Energy shares in Q2 2026, an estimated $11.3K.
  • CenterPoint Energy made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #365 holding.
  • Legacy Financial Advisors first reported a position in CenterPoint Energy in Q4 2017 and has held it in 27 quarters since.
  • Legacy Financial Advisors's CenterPoint Energy position peaked at $510K in Q1 2025.
  • 868 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.