LRI Investments’s CenterPoint Energy CNP Stock Holding History

LRI Investments’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	$15.8K	Buy	358 +30	+9%	+$1.28K	﹤0.01%	836
2026 Q1	$14.2K	Sell	328 -1	-0.3%	-$41	﹤0.01%	788
2025 Q4	$12.6K	Sell	329 -355	-52%	-$13.8K	﹤0.01%	809
2025 Q3	$26.5K	Buy	684 +355	+108%	+$13.4K	﹤0.01%	660
2025 Q2	$12.1K	Hold	329	–	–	﹤0.01%	807
2025 Q1	$11.9K	Buy	+329	New	+$11K	﹤0.01%	761
2024 Q3	–	Sell	-400	Closed	-$11.2K	–	1161
2024 Q2	$12.4K	Hold	400	–	–	﹤0.01%	710
2024 Q1	$11.4K	Buy	+400	New	+$11.2K	﹤0.01%	479

Other funds holding CNP

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

LRI Investments's CNP Position: Q2 2026 in Review

LRI Investments increased its CenterPoint Energy (CNP) stake by 9.1% in Q2 2026, buying an estimated $1.28K and bringing the position to 358 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

LRI Investments first reported a position in CNP in Q1 2024 and has held it in 8 quarters since. The position peaked at $26.5K in Q3 2025. 320 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

LRI Investments held 358 shares of CenterPoint Energy worth $15.8K as of Q2 2026.
LRI Investments bought 30 CenterPoint Energy shares in Q2 2026, an estimated $1.28K.
CenterPoint Energy made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #836 holding.
LRI Investments first reported a position in CenterPoint Energy in Q1 2024 and has held it in 8 quarters since.
LRI Investments's CenterPoint Energy position peaked at $26.5K in Q3 2025.
320 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.