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Opal Wealth Advisors’s CenterPoint Energy CNP Stock Holding History

Opal Wealth 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 		– Sell
-3,622
Closed -$156K – 306
2026
Q1 		$156K Buy
+3,622
New +$150K 0.04% 234
2025
Q3 		– Sell
-3,500
Closed -$129K – 267
2025
Q2 		$129K Buy
3,500
+2,860
+447% +$106K 0.04% 241
2025
Q1 		$23.2K Buy
+640
New +$21.4K 0.01% 502
2024
Q3 		– Sell
-18
Closed -$558 – 390
2024
Q2 		$558 Buy
+18
New +$531 ﹤0.01% 1154

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 $3.37T AUM 44.26% 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

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

Opal Wealth Advisors sold out of CenterPoint Energy (CNP) in Q2 2026, closing a stake of 3,622 shares — an estimated $156K sold.

Opal Wealth Advisors first reported a position in CNP in Q2 2024 and held it in 4 quarters. The position peaked at $156K in Q1 2026. 865 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Opal Wealth Advisors reported no remaining CenterPoint Energy position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 3,622 CenterPoint Energy shares in Q2 2026, an estimated $156K.
  • Opal Wealth Advisors first reported a position in CenterPoint Energy in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's CenterPoint Energy position peaked at $156K in Q1 2026.
  • 865 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.