Measured Wealth Private Client Group’s CenterPoint Energy CNP Stock Holding History

Measured Wealth Private Client Group’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	$21.1K	Hold	480	–	–	0.01%	473
2026 Q1	$20.7K	Hold	480	–	–	0.01%	466
2025 Q4	$18.4K	Hold	480	–	–	﹤0.01%	493
2025 Q3	$18.6K	Buy	+480	New	+$18.1K	0.01%	481
2019 Q3	–	Sell	-6,984	Closed	-$200K	–	153
2019 Q2	$200K	Sell	6,984 -4,329	-38%	-$129K	0.12%	186
2019 Q1	$347K	Buy	+11,313	New	+$342K	0.21%	106
2018 Q4	–	Sell	-6,733	Closed	-$187K	–	219
2018 Q3	$187K	Buy	+6,733	New	+$189K	0.11%	154

Other funds holding CNP

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Measured Wealth Private Client Group's CNP Position: Q2 2026 in Review

Measured Wealth Private Client Group held its CenterPoint Energy (CNP) position steady in Q2 2026 at 480 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #473.

Measured Wealth Private Client Group first reported a position in CNP in Q3 2018 and has held it in 7 quarters since. The position peaked at $347K in Q1 2019. 862 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Measured Wealth Private Client Group held 480 shares of CenterPoint Energy worth $21.1K as of Q2 2026.
Measured Wealth Private Client Group left its CenterPoint Energy share count unchanged in Q2 2026.
CenterPoint Energy made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #473 holding.
Measured Wealth Private Client Group first reported a position in CenterPoint Energy in Q3 2018 and has held it in 7 quarters since.
Measured Wealth Private Client Group's CenterPoint Energy position peaked at $347K in Q1 2019.
862 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.