Next Level Wealth Planning’s CenterPoint Energy CNP Stock Holding History

Next Level Wealth Planning’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 Q3	$23.7K	Buy	+645	New	+$26.3K	0.01%	246

Other funds holding CNP

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Next Level Wealth Planning's CNP Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in CenterPoint Energy (CNP) in Q3 2026: 645 shares worth $23.7K. The stake represents 0.01% of the portfolio and ranks #246 among its holdings.

400 funds tracked by Wall St. Rank hold CNP as of Q3 2026.

Next Level Wealth Planning held 645 shares of CenterPoint Energy worth $23.7K as of Q3 2026.
CenterPoint Energy was a new Next Level Wealth Planning position in Q3 2026.
CenterPoint Energy made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #246 holding.
400 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.