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 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 $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Outlook Wealth Advisors's CNP Position: Q1 2026 in Review

Outlook Wealth Advisors increased its CenterPoint Energy (CNP) stake by 0.53% in Q1 2026, buying an estimated $1.65K and bringing the position to 7,543 shares worth $326K. The position accounts for 0.08% of the portfolio, ranked #237.

Outlook Wealth Advisors first reported a position in CNP in Q4 2023 and has held it in 10 quarters since. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

Outlook Wealth Advisors held 7,543 shares of CenterPoint Energy worth $326K as of Q1 2026.
Outlook Wealth Advisors bought 40 CenterPoint Energy shares in Q1 2026, an estimated $1.65K.
CenterPoint Energy made up 0.08% of Outlook Wealth Advisors's portfolio in Q1 2026, its #237 holding.
Outlook Wealth Advisors first reported a position in CenterPoint Energy in Q4 2023 and has held it in 10 quarters since.
819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.