OneDigital Investment 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
$354K Buy
8,044
+65
+0.8% +$2.79K ﹤0.01% 1212
2026
Q1
$344K Sell
7,979
-1,525
-16% -$62.9K ﹤0.01% 1116
2025
Q4
$364K Buy
9,504
+63
+0.7% +$2.46K ﹤0.01% 1108
2025
Q3
$366K Sell
9,441
-401
-4% -$15.1K ﹤0.01% 1072
2025
Q2
$362K Sell
9,842
-386
-4% -$14.3K ﹤0.01% 1053
2025
Q1
$371K Buy
10,228
+1,557
+18% +$52.2K ﹤0.01% 987
2024
Q4
$275K Buy
8,671
+174
+2% +$5.36K ﹤0.01% 1171
2024
Q3
$250K Buy
8,497
+590
+7% +$16.5K ﹤0.01% 1255
2024
Q2
$245K Buy
7,907
+730
+10% +$21.6K ﹤0.01% 1198
2024
Q1
$204K Buy
7,177
+33
+0.5% +$924 ﹤0.01% 1035
2023
Q4
$204K Buy
+7,144
New +$199K ﹤0.01% 1053
2019
Q3
Sell
-826
Closed -$24K 668
2019
Q2
$24K Sell
826
-780
-49% -$23.3K ﹤0.01% 752
2019
Q1
$49K Buy
1,606
+1,500
+1,415% +$45.4K 0.01% 493
2018
Q4
$3K Buy
+106
New +$2.96K ﹤0.01% 1001

Other funds holding CNP

OneDigital Investment Advisors's CNP Position: Q2 2026 in Review

OneDigital Investment Advisors increased its CenterPoint Energy (CNP) stake by 0.81% in Q2 2026, buying an estimated $2.79K and bringing the position to 8,044 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

OneDigital Investment Advisors first reported a position in CNP in Q4 2018 and has held it in 14 quarters since. The position peaked at $371K in Q1 2025. 621 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • OneDigital Investment Advisors held 8,044 shares of CenterPoint Energy worth $354K as of Q2 2026.
  • OneDigital Investment Advisors bought 65 CenterPoint Energy shares in Q2 2026, an estimated $2.79K.
  • CenterPoint Energy made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1212 holding.
  • OneDigital Investment Advisors first reported a position in CenterPoint Energy in Q4 2018 and has held it in 14 quarters since.
  • OneDigital Investment Advisors's CenterPoint Energy position peaked at $371K in Q1 2025.
  • 621 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.