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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
Q2 		$2.88M Buy
65,499
+5,972
+10% +$256K 0.25% 106
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
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

Marks Group Wealth Management's CNP Position: Q2 2026 in Review

Marks Group Wealth Management increased its CenterPoint Energy (CNP) stake by 10% in Q2 2026, buying an estimated $256K and bringing the position to 65,499 shares worth $2.88M. The position accounts for 0.25% of the portfolio, ranked #106.

Marks Group Wealth Management first reported a position in CNP in Q1 2020 and has held it in 12 quarters since. 865 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Marks Group Wealth Management held 65,499 shares of CenterPoint Energy worth $2.88M as of Q2 2026.
  • Marks Group Wealth Management bought 5,972 CenterPoint Energy shares in Q2 2026, an estimated $256K.
  • CenterPoint Energy made up 0.25% of Marks Group Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Marks Group Wealth Management first reported a position in CenterPoint Energy in Q1 2020 and has held it in 12 quarters since.
  • 865 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.