Lido Advisors
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Lido Advisors’s CenterPoint Energy CNP Stock Holding History

Lido 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 		– Sell
-6,833
Closed -$295K – 2155
2026
Q1 		$295K Sell
6,833
-1,441
-17% -$59.5K ﹤0.01% 1573
2025
Q4 		$320K Buy
8,274
+193
+2% +$7.52K ﹤0.01% 1530
2025
Q3 		$314K Buy
+8,081
New +$305K ﹤0.01% 1467
2024
Q3 		– Sell
-6,875
Closed -$213K – 1485
2024
Q2 		$213K Sell
6,875
-3,505
-34% -$103K ﹤0.01% 1266
2024
Q1 		$296K Sell
10,380
-255
-2% -$7.14K ﹤0.01% 1108
2023
Q4 		$304K Buy
10,635
+881
+9% +$24.5K ﹤0.01% 1030
2023
Q3 		$262K Buy
9,754
+1,707
+21% +$49.3K ﹤0.01% 977
2023
Q2 		$235K Buy
+8,047
New +$238K ﹤0.01% 1047

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

Lido Advisors's CNP Position: Q2 2026 in Review

Lido Advisors sold out of CenterPoint Energy (CNP) in Q2 2026, closing a stake of 6,833 shares — an estimated $295K sold.

Lido Advisors first reported a position in CNP in Q2 2023 and held it in 8 quarters. The position peaked at $320K in Q4 2025. 860 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Lido Advisors reported no remaining CenterPoint Energy position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 6,833 CenterPoint Energy shares in Q2 2026, an estimated $295K.
  • Lido Advisors first reported a position in CenterPoint Energy in Q2 2023 and held it in 8 quarters.
  • Lido Advisors's CenterPoint Energy position peaked at $320K in Q4 2025.
  • 860 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.