Phillips Wealth Planners’s CenterPoint Energy CNP Stock Holding History

Phillips Wealth Planners’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	$226K	Sell	5,343 -3,242	-38%	-$134K	0.17%	190
2025 Q4	$339K	Sell	8,585 -4	-0%	-$156	0.27%	124
2025 Q3	$339K	Sell	8,589 -452	-5%	-$17.1K	0.28%	121
2025 Q2	$324K	Sell	9,041 -167	-2%	-$6.19K	0.29%	119
2025 Q1	$337K	Buy	9,208 +188	+2%	+$6.3K	0.36%	95
2024 Q4	$281K	Sell	9,020 -177	-2%	-$5.45K	0.28%	125
2024 Q3	$277K	Sell	9,197 -243	-3%	-$6.8K	0.27%	139
2024 Q2	$279K	Sell	9,440 -245	-3%	-$7.23K	0.29%	129
2024 Q1	$264K	Sell	9,685 -101	-1%	-$2.83K	0.3%	129
2023 Q4	$272K	Buy	+9,786	New	+$272K	0.33%	117

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

Phillips Wealth Planners's CNP Position: Q1 2026 in Review

Phillips Wealth Planners reduced its CenterPoint Energy (CNP) stake by 38% in Q1 2026, selling an estimated $134K and leaving 5,343 shares worth $226K. The position accounts for 0.17% of the portfolio, ranked #190.

Phillips Wealth Planners first reported a position in CNP in Q4 2023 and has held it in 10 quarters since. The position peaked at $339K in Q4 2025. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

Phillips Wealth Planners held 5,343 shares of CenterPoint Energy worth $226K as of Q1 2026.
Phillips Wealth Planners sold 3,242 CenterPoint Energy shares in Q1 2026, an estimated $134K.
CenterPoint Energy made up 0.17% of Phillips Wealth Planners's portfolio in Q1 2026, its #190 holding.
Phillips Wealth Planners first reported a position in CenterPoint Energy in Q4 2023 and has held it in 10 quarters since.
Phillips Wealth Planners's CenterPoint Energy position peaked at $339K in Q4 2025.
819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.