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Mount Yale Investment Advisors’s CenterPoint Energy CNP Stock Holding History

Mount Yale 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 		$1.65M Buy
37,382
+1,960
+6% +$84K 0.03% 458
2026
Q1 		$1.53M Buy
35,422
+25,296
+250% +$1.04M 0.04% 432
2025
Q4 		$388K Sell
10,126
-3,472
-26% -$135K 0.02% 521
2025
Q3 		$528K Sell
13,598
-6,386
-32% -$241K 0.04% 409
2025
Q2 		$734K Sell
19,984
-972
-5% -$36K 0.06% 266
2025
Q1 		$759K Sell
20,956
-879
-4% -$29.5K 0.07% 241
2024
Q4 		$693K Buy
21,835
+1,477
+7% +$45.5K 0.06% 277
2024
Q3 		$599K Buy
20,358
+5,068
+33% +$142K 0.06% 305
2024
Q2 		$474K Buy
15,290
+2,546
+20% +$75.2K 0.04% 353
2024
Q1 		$363K Sell
12,744
-397
-3% -$11.1K 0.03% 411
2023
Q4 		$375K Buy
13,141
+693
+6% +$19.3K 0.04% 373
2023
Q3 		$334K Sell
12,448
-739
-6% -$21.4K 0.04% 370
2023
Q2 		$384K Sell
13,187
-5,464
-29% -$161K 0.04% 346
2023
Q1 		$549K Sell
18,651
-149
-0.8% -$4.35K 0.06% 286
2022
Q4 		$564K Buy
18,800
+229
+1% +$6.66K 0.06% 264
2022
Q3 		$523K Buy
18,571
+45
+0.2% +$1.4K 0.07% 262
2022
Q2 		$548K Buy
18,526
+1,090
+6% +$33.5K 0.07% 273
2022
Q1 		$534K Sell
17,436
-712
-4% -$20K 0.06% 297
2021
Q4 		$507K Sell
18,148
-1,534
-8% -$41K 0.05% 291
2021
Q3 		$484K Buy
19,682
+8,546
+77% +$219K 0.06% 288
2021
Q2 		$273K Sell
11,136
-2,036
-15% -$50K 0.03% 339
2021
Q1 		$298K Buy
+13,172
New +$281K 0.04% 311
2018
Q4 		– Sell
-805
Closed -$23K – 407
2018
Q3 		$23K Hold
805
– – ﹤0.01% 750
2018
Q2 		$22K Hold
805
– – ﹤0.01% 773
2018
Q1 		$22K Buy
+805
New +$21.9K ﹤0.01% 752

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's CNP Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its CenterPoint Energy (CNP) stake by 5.5% in Q2 2026, buying an estimated $84K and bringing the position to 37,382 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #458.

Mount Yale Investment Advisors first reported a position in CNP in Q1 2018 and has held it in 25 quarters since. 871 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Mount Yale Investment Advisors held 37,382 shares of CenterPoint Energy worth $1.65M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,960 CenterPoint Energy shares in Q2 2026, an estimated $84K.
  • CenterPoint Energy made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #458 holding.
  • Mount Yale Investment Advisors first reported a position in CenterPoint Energy in Q1 2018 and has held it in 25 quarters since.
  • 871 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.