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 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 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

Moneta Group Investment Advisors's CNP Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its CenterPoint Energy (CNP) stake by 3% in Q1 2026, selling an estimated $41.4K and leaving 32,840 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #313.

Moneta Group Investment Advisors first reported a position in CNP in Q1 2023 and has held it in 13 quarters since. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

Moneta Group Investment Advisors held 32,840 shares of CenterPoint Energy worth $1.42M as of Q1 2026.
Moneta Group Investment Advisors sold 1,002 CenterPoint Energy shares in Q1 2026, an estimated $41.4K.
CenterPoint Energy made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #313 holding.
Moneta Group Investment Advisors first reported a position in CenterPoint Energy in Q1 2023 and has held it in 13 quarters since.
819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.