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Medallion Wealth Advisors’s CenterPoint Energy CNP Stock Holding History

Medallion Wealth Advisors’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 		$84.7K Buy
1,964
+1,702
+650% +$70.3K 0.03% 385
2025
Q4 		$10.1K Buy
262
+1
+0.4% +$39 ﹤0.01% 747
2025
Q3 		$10.1K Buy
261
+2
+0.8% +$76 ﹤0.01% 748
2025
Q2 		$9.46K Buy
259
+1
+0.4% +$37 ﹤0.01% 742
2025
Q1 		$9.48K Buy
258
+2
+0.8% +$67 ﹤0.01% 690
2024
Q4 		$8.12K Buy
+256
New +$7.88K ﹤0.01% 695

Other funds holding CNP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Medallion Wealth Advisors's CNP Position: Q1 2026 in Review

Medallion Wealth Advisors increased its CenterPoint Energy (CNP) stake by 650% in Q1 2026, buying an estimated $70.3K and bringing the position to 1,964 shares worth $84.7K. The position accounts for 0.03% of the portfolio, ranked #385.

Medallion Wealth Advisors first reported a position in CNP in Q4 2024 and has held it in 6 quarters since. 820 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

  • Medallion Wealth Advisors held 1,964 shares of CenterPoint Energy worth $84.7K as of Q1 2026.
  • Medallion Wealth Advisors bought 1,702 CenterPoint Energy shares in Q1 2026, an estimated $70.3K.
  • CenterPoint Energy made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #385 holding.
  • Medallion Wealth Advisors first reported a position in CenterPoint Energy in Q4 2024 and has held it in 6 quarters since.
  • 820 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.