Outlook Wealth Advisors’s CenterPoint Energy CNP Stock Holding History

Outlook 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 Q3	$281K	Buy	7,629 +45	+0.6%	+$1.83K	0.06%	264
2026 Q2	$334K	Buy	7,584 +41	+0.5%	+$1.76K	0.07%	236
2026 Q1	$326K	Buy	7,543 +40	+0.5%	+$1.65K	0.08%	237
2025 Q4	$288K	Buy	7,503 +44	+0.6%	+$1.72K	0.07%	249
2025 Q3	$289K	Buy	7,459 +43	+0.6%	+$1.62K	0.07%	238
2025 Q2	$272K	Buy	7,416 +45	+0.6%	+$1.67K	0.07%	234
2025 Q1	$267K	Buy	7,371 +46	+0.6%	+$1.54K	0.07%	234
2024 Q4	$232K	Buy	7,325 +49	+0.7%	+$1.51K	0.07%	238
2024 Q3	$214K	Buy	7,276 +52	+0.7%	+$1.46K	0.06%	246
2024 Q2	$224K	Buy	7,224 +47	+0.7%	+$1.39K	0.07%	247
2024 Q1	$204K	Buy	7,177 +50	+0.7%	+$1.4K	0.06%	251
2023 Q4	$204K	Buy	+7,127	New	+$198K	0.07%	236

Other funds holding CNP

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Outlook Wealth Advisors's CNP Position: Q3 2026 in Review

Outlook Wealth Advisors increased its CenterPoint Energy (CNP) stake by 0.59% in Q3 2026, buying an estimated $1.83K and bringing the position to 7,629 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #264.

Outlook Wealth Advisors first reported a position in CNP in Q4 2023 and has held it in 12 quarters since. The position peaked at $334K in Q2 2026. 688 funds tracked by Wall St. Rank hold CNP as of Q3 2026.

Outlook Wealth Advisors held 7,629 shares of CenterPoint Energy worth $281K as of Q3 2026.
Outlook Wealth Advisors bought 45 CenterPoint Energy shares in Q3 2026, an estimated $1.83K.
CenterPoint Energy made up 0.06% of Outlook Wealth Advisors's portfolio in Q3 2026, its #264 holding.
Outlook Wealth Advisors first reported a position in CenterPoint Energy in Q4 2023 and has held it in 12 quarters since.
Outlook Wealth Advisors's CenterPoint Energy position peaked at $334K in Q2 2026.
688 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.