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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
Q2 		$152K Buy
3,444
+40
+1% +$1.71K 0.01% 657
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 $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's CNP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its CenterPoint Energy (CNP) stake by 1.2% in Q2 2026, buying an estimated $1.71K and bringing the position to 3,444 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #657.

Pinnacle Wealth Planning Services first reported a position in CNP in Q4 2020 and has held it in 4 quarters since. 865 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,444 shares of CenterPoint Energy worth $152K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 40 CenterPoint Energy shares in Q2 2026, an estimated $1.71K.
  • CenterPoint Energy made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #657 holding.
  • Pinnacle Wealth Planning Services first reported a position in CenterPoint Energy in Q4 2020 and has held it in 4 quarters since.
  • 865 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.