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Pinnacle Wealth Planning Services’s CenterPoint Energy CNP Stock Holding History

Pinnacle Wealth Planning Services’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 		$147K Buy
3,404
+31
+0.9% +$1.28K 0.02% 598
2025
Q4 		$129K Buy
+3,373
New +$131K 0.01% 655
2021
Q1 		– Sell
-3,442
Closed -$74K – 677
2020
Q4 		$74K Buy
+3,442
New +$76.3K 0.02% 609

Other funds holding CNP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Pinnacle Wealth Planning Services's CNP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its CenterPoint Energy (CNP) stake by 0.92% in Q1 2026, buying an estimated $1.28K and bringing the position to 3,404 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #598.

Pinnacle Wealth Planning Services first reported a position in CNP in Q4 2020 and has held it in 3 quarters since. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,404 shares of CenterPoint Energy worth $147K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 31 CenterPoint Energy shares in Q1 2026, an estimated $1.28K.
  • CenterPoint Energy made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #598 holding.
  • Pinnacle Wealth Planning Services first reported a position in CenterPoint Energy in Q4 2020 and has held it in 3 quarters since.
  • 819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.