NewEdge Wealth’s CenterPoint Energy CNP Stock Holding History

NewEdge Wealth’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	$228K	Sell	5,272 -4,421	-46%	-$182K	﹤0.01%	1051
2025 Q4	$372K	Buy	9,693 +3,144	+48%	+$123K	﹤0.01%	952
2025 Q3	$254K	Sell	6,549 -67	-1%	-$2.53K	﹤0.01%	919
2025 Q2	$257K	Sell	6,616 -850	-11%	-$31.5K	﹤0.01%	870
2025 Q1	$270K	Buy	7,466 +827	+12%	+$27.7K	﹤0.01%	796
2024 Q4	$211K	Sell	6,639 -1,092	-14%	-$33.6K	﹤0.01%	874
2024 Q3	$227K	Buy	7,731 +679	+10%	+$19K	﹤0.01%	802
2024 Q2	$218K	Sell	7,052 -290	-4%	-$8.56K	﹤0.01%	714
2024 Q1	$216K	Buy	+7,342	New	+$206K	﹤0.01%	752

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

NewEdge Wealth's CNP Position: Q1 2026 in Review

NewEdge Wealth reduced its CenterPoint Energy (CNP) stake by 46% in Q1 2026, selling an estimated $182K and leaving 5,272 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

NewEdge Wealth first reported a position in CNP in Q1 2024 and has held it in 9 quarters since. The position peaked at $372K in Q4 2025. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

NewEdge Wealth held 5,272 shares of CenterPoint Energy worth $228K as of Q1 2026.
NewEdge Wealth sold 4,421 CenterPoint Energy shares in Q1 2026, an estimated $182K.
CenterPoint Energy made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1051 holding.
NewEdge Wealth first reported a position in CenterPoint Energy in Q1 2024 and has held it in 9 quarters since.
NewEdge Wealth's CenterPoint Energy position peaked at $372K in Q4 2025.
819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.