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Peak Financial Advisors’s CenterPoint Energy CNP Stock Holding History

Peak Financial 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 		$4.02M Buy
91,264
+21,324
+30% +$914K 1.66% 11
2026
Q1 		$3.02M Buy
+69,940
New +$2.89M 1.34% 21

Other funds holding CNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return

Peak Financial Advisors's CNP Position: Q2 2026 in Review

Peak Financial Advisors increased its CenterPoint Energy (CNP) stake by 30% in Q2 2026, buying an estimated $914K and bringing the position to 91,264 shares worth $4.02M. The position accounts for 1.66% of the portfolio, ranked #11.

Peak Financial Advisors first reported a position in CNP in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Peak Financial Advisors held 91,264 shares of CenterPoint Energy worth $4.02M as of Q2 2026.
  • Peak Financial Advisors bought 21,324 CenterPoint Energy shares in Q2 2026, an estimated $914K.
  • CenterPoint Energy made up 1.66% of Peak Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Peak Financial Advisors first reported a position in CenterPoint Energy in Q1 2026 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.