Physician Wealth Advisors
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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
Q3 		$9.16K Sell
249
-44
-15% -$1.79K ﹤0.01% 927
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 		$3.72K Buy
+96
New +$3.63K ﹤0.01% 1005

Other funds holding CNP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Physician Wealth Advisors's CNP Position: Q3 2026 in Review

Physician Wealth Advisors reduced its CenterPoint Energy (CNP) stake by 15% in Q3 2026, selling an estimated $1.79K and leaving 249 shares worth $9.16K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Physician Wealth Advisors first reported a position in CNP in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.9K in Q2 2026. 688 funds tracked by Wall St. Rank hold CNP as of Q3 2026.

  • Physician Wealth Advisors held 249 shares of CenterPoint Energy worth $9.16K as of Q3 2026.
  • Physician Wealth Advisors sold 44 CenterPoint Energy shares in Q3 2026, an estimated $1.79K.
  • CenterPoint Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #927 holding.
  • Physician Wealth Advisors first reported a position in CenterPoint Energy in Q3 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's CenterPoint Energy position peaked at $12.9K in Q2 2026.
  • 688 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.