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Physician Wealth Advisors’s CenterPoint Energy CNP Stock Holding History

Physician 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
Q2 		$12.9K Buy
293
+79
+37% +$3.38K ﹤0.01% 807
2026
Q1 		$9.24K Buy
214
+67
+46% +$2.77K ﹤0.01% 821
2025
Q4 		$5.64K Buy
147
+51
+53% +$1.99K ﹤0.01% 942
2025
Q3 		$3.73K Buy
+96
New +$3.63K ﹤0.01% 1005

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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HSPW
Harrison Street Private Wealth Denver, Colorado $71M AUM
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Physician Wealth Advisors's CNP Position: Q2 2026 in Review

Physician Wealth Advisors increased its CenterPoint Energy (CNP) stake by 37% in Q2 2026, buying an estimated $3.38K and bringing the position to 293 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Physician Wealth Advisors first reported a position in CNP in Q3 2025 and has held it in 4 quarters since. 156 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Physician Wealth Advisors held 293 shares of CenterPoint Energy worth $12.9K as of Q2 2026.
  • Physician Wealth Advisors bought 79 CenterPoint Energy shares in Q2 2026, an estimated $3.38K.
  • CenterPoint Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #807 holding.
  • Physician Wealth Advisors first reported a position in CenterPoint Energy in Q3 2025 and has held it in 4 quarters since.
  • 156 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.