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 Q2	$231K	Sell	5,193 -150	-3%	-$6.43K	0.17%	195
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 $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Phillips Wealth Planners's CNP Position: Q2 2026 in Review

Phillips Wealth Planners reduced its CenterPoint Energy (CNP) stake by 2.8% in Q2 2026, selling an estimated $6.43K and leaving 5,193 shares worth $231K. The position accounts for 0.17% of the portfolio, ranked #195.

Phillips Wealth Planners first reported a position in CNP in Q4 2023 and has held it in 11 quarters since. The position peaked at $339K in Q4 2025. 865 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Phillips Wealth Planners held 5,193 shares of CenterPoint Energy worth $231K as of Q2 2026.
Phillips Wealth Planners sold 150 CenterPoint Energy shares in Q2 2026, an estimated $6.43K.
CenterPoint Energy made up 0.17% of Phillips Wealth Planners's portfolio in Q2 2026, its #195 holding.
Phillips Wealth Planners first reported a position in CenterPoint Energy in Q4 2023 and has held it in 11 quarters since.
Phillips Wealth Planners's CenterPoint Energy position peaked at $339K in Q4 2025.
865 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.