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Moneta Group Investment Advisors’s CenterPoint Energy CNP Stock Holding History

Moneta Group Investment 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
Q2 		$1.45M Buy
33,033
+193
+0.6% +$8.27K 0.01% 337
2026
Q1 		$1.42M Sell
32,840
-1,002
-3% -$41.4K 0.01% 313
2025
Q4 		$1.3M Sell
33,842
-2,589
-7% -$101K 0.01% 322
2025
Q3 		$1.41M Buy
36,431
+1,160
+3% +$43.8K 0.01% 300
2025
Q2 		$1.3M Buy
35,271
+465
+1% +$17.2K 0.02% 274
2025
Q1 		$1.26M Sell
34,806
-9
-0% -$302 0.02% 261
2024
Q4 		$1.1M Sell
34,815
-3,365
-9% -$104K 0.02% 273
2024
Q3 		$1.12M Buy
38,180
+1,765
+5% +$49.4K 0.02% 268
2024
Q2 		$1.13M Hold
36,415
– – 0.02% 257
2024
Q1 		$1.04M Sell
36,415
-60
-0.2% -$1.68K 0.02% 267
2023
Q4 		$1.04M Sell
36,475
-1,045
-3% -$29K 0.02% 234
2023
Q3 		$1.01M Buy
37,520
+55
+0.1% +$1.59K 0.02% 222
2023
Q2 		$1.09M Sell
37,465
-64
-0.2% -$1.89K 0.02% 217
2023
Q1 		$1.11M Buy
+37,529
New +$1.1M 0.03% 205

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

Moneta Group Investment Advisors's CNP Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its CenterPoint Energy (CNP) stake by 0.59% in Q2 2026, buying an estimated $8.27K and bringing the position to 33,033 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #337.

Moneta Group Investment Advisors first reported a position in CNP in Q1 2023 and has held it in 14 quarters since. 868 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Moneta Group Investment Advisors held 33,033 shares of CenterPoint Energy worth $1.45M as of Q2 2026.
  • Moneta Group Investment Advisors bought 193 CenterPoint Energy shares in Q2 2026, an estimated $8.27K.
  • CenterPoint Energy made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #337 holding.
  • Moneta Group Investment Advisors first reported a position in CenterPoint Energy in Q1 2023 and has held it in 14 quarters since.
  • 868 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.