Plante Moran Financial Advisors’s CenterPoint Energy CNP Stock Holding History

Plante Moran Financial 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	$132	Sell	3 -646	-100%	-$27.7K	﹤0.01%	1521
2026 Q1	$28K	Hold	649	–	–	﹤0.01%	391
2025 Q4	$24.9K	Hold	649	–	–	﹤0.01%	416
2025 Q3	$25.2K	Hold	649	–	–	﹤0.01%	435
2025 Q2	$23.9K	Buy	+649	New	+$24.1K	﹤0.01%	453
2024 Q1	–	Sell	-26	Closed	-$743	–	860
2023 Q4	$743	Buy	+26	New	+$723	﹤0.01%	768
2022 Q1	–	Sell	-1,174	Closed	-$33K	–	835
2021 Q4	$33K	Buy	+1,174	New	+$31.4K	0.01%	443
2018 Q1	–	Sell	-102	Closed	-$3K	–	958
2017 Q4	$3K	Buy	+102	New	+$2.97K	﹤0.01%	748

Other funds holding CNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Plante Moran Financial Advisors's CNP Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its CenterPoint Energy (CNP) stake by 100% in Q2 2026, selling an estimated $27.7K and leaving 3 shares worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Plante Moran Financial Advisors first reported a position in CNP in Q4 2017 and has held it in 8 quarters since. The position peaked at $33K in Q4 2021. 465 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Plante Moran Financial Advisors held 3 shares of CenterPoint Energy worth $132 as of Q2 2026.
Plante Moran Financial Advisors sold 646 CenterPoint Energy shares in Q2 2026, an estimated $27.7K.
CenterPoint Energy made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1521 holding.
Plante Moran Financial Advisors first reported a position in CenterPoint Energy in Q4 2017 and has held it in 8 quarters since.
Plante Moran Financial Advisors's CenterPoint Energy position peaked at $33K in Q4 2021.
465 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.