One Wealth Advisors’s CenterPoint Energy CNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$217K Hold
4,921
0.02% 308
2026
Q1
$212K Sell
4,921
-1,129
-19% -$46.6K 0.03% 291
2025
Q4
$232K Hold
6,050
0.03% 271
2025
Q3
$235K Sell
6,050
-14
-0.2% -$529 0.03% 278
2025
Q2
$223K Sell
6,064
-253
-4% -$9.38K 0.03% 264
2025
Q1
$229K Buy
+6,317
New +$212K 0.03% 258
2023
Q1
Sell
-2,172
Closed -$65.1K 274
2022
Q4
$65.1K Buy
+2,172
New +$63.2K 0.01% 361

Other funds holding CNP

One Wealth Advisors's CNP Position: Q2 2026 in Review

One Wealth Advisors held its CenterPoint Energy (CNP) position steady in Q2 2026 at 4,921 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #308.

One Wealth Advisors first reported a position in CNP in Q4 2022 and has held it in 7 quarters since. The position peaked at $235K in Q3 2025. 862 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • One Wealth Advisors held 4,921 shares of CenterPoint Energy worth $217K as of Q2 2026.
  • One Wealth Advisors left its CenterPoint Energy share count unchanged in Q2 2026.
  • CenterPoint Energy made up 0.02% of One Wealth Advisors's portfolio in Q2 2026, its #308 holding.
  • One Wealth Advisors first reported a position in CenterPoint Energy in Q4 2022 and has held it in 7 quarters since.
  • One Wealth Advisors's CenterPoint Energy position peaked at $235K in Q3 2025.
  • 862 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.