Marks Group Wealth Management’s CenterPoint Energy CNP Stock Holding History

Marks Group 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 Q1	$2.57M	Buy	59,527 +8,131	+16%	+$336K	0.25%	113
2025 Q4	$1.97M	Buy	+51,396	New	+$2M	0.19%	131
2022 Q2	–	Sell	-27,046	Closed	-$829K	–	290
2022 Q1	$829K	Buy	27,046 +6,034	+29%	+$169K	0.1%	181
2021 Q4	$584K	Buy	21,012 +4,389	+26%	+$117K	0.07%	220
2021 Q3	$413K	Sell	16,623 -160	-1%	-$4.09K	0.06%	217
2021 Q2	$415K	Buy	16,783 +241	+1%	+$5.92K	0.06%	194
2021 Q1	$374K	Sell	16,542 -4,155	-20%	-$88.6K	0.06%	195
2020 Q4	$448K	Sell	20,697 -1,236	-6%	-$27.4K	0.07%	180
2020 Q3	$424K	Buy	21,933 +432	+2%	+$8.48K	0.08%	178
2020 Q2	$401K	Buy	21,501 +538	+3%	+$9.27K	0.08%	172
2020 Q1	$321K	Buy	+20,963	New	+$481K	0.08%	172

Other funds holding CNP

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Marks Group Wealth Management's CNP Position: Q1 2026 in Review

Marks Group Wealth Management increased its CenterPoint Energy (CNP) stake by 16% in Q1 2026, buying an estimated $336K and bringing the position to 59,527 shares worth $2.57M. The position accounts for 0.25% of the portfolio, ranked #113.

Marks Group Wealth Management first reported a position in CNP in Q1 2020 and has held it in 11 quarters since. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

Marks Group Wealth Management held 59,527 shares of CenterPoint Energy worth $2.57M as of Q1 2026.
Marks Group Wealth Management bought 8,131 CenterPoint Energy shares in Q1 2026, an estimated $336K.
CenterPoint Energy made up 0.25% of Marks Group Wealth Management's portfolio in Q1 2026, its #113 holding.
Marks Group Wealth Management first reported a position in CenterPoint Energy in Q1 2020 and has held it in 11 quarters since.
819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.