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Plan A Wealth’s CenterPoint Energy CNP Stock Holding History

Plan A Wealth’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 		$224K Buy
5,084
+86
+2% +$3.68K 0.1% 168
2026
Q1 		$216K Buy
+4,998
New +$206K 0.1% 155

Other funds holding CNP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Plan A Wealth's CNP Position: Q2 2026 in Review

Plan A Wealth increased its CenterPoint Energy (CNP) stake by 1.7% in Q2 2026, buying an estimated $3.68K and bringing the position to 5,084 shares worth $224K. The position accounts for 0.1% of the portfolio, ranked #168.

Plan A Wealth first reported a position in CNP in Q1 2026 and has held it in 2 quarters since. 630 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Plan A Wealth held 5,084 shares of CenterPoint Energy worth $224K as of Q2 2026.
  • Plan A Wealth bought 86 CenterPoint Energy shares in Q2 2026, an estimated $3.68K.
  • CenterPoint Energy made up 0.1% of Plan A Wealth's portfolio in Q2 2026, its #168 holding.
  • Plan A Wealth first reported a position in CenterPoint Energy in Q1 2026 and has held it in 2 quarters since.
  • 630 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.