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Lodestone Wealth Management’s CenterPoint Energy CNP Stock Holding History

Lodestone Wealth Management’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 		$2.51K Hold
57
– – ﹤0.01% 659
2026
Q1 		$2.46K Hold
57
– – ﹤0.01% 654
2025
Q4 		$2.19K Buy
+57
New +$2.22K ﹤0.01% 667

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

Lodestone Wealth Management's CNP Position: Q2 2026 in Review

Lodestone Wealth Management held its CenterPoint Energy (CNP) position steady in Q2 2026 at 57 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Lodestone Wealth Management first reported a position in CNP in Q4 2025 and has held it in 3 quarters since. 860 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Lodestone Wealth Management held 57 shares of CenterPoint Energy worth $2.51K as of Q2 2026.
  • Lodestone Wealth Management left its CenterPoint Energy share count unchanged in Q2 2026.
  • CenterPoint Energy made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #659 holding.
  • Lodestone Wealth Management first reported a position in CenterPoint Energy in Q4 2025 and has held it in 3 quarters since.
  • 860 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.