Principia Wealth Advisory
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Principia Wealth Advisory’s CenterPoint Energy CNP Stock Holding History

Principia Wealth Advisory’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 		$2.76K Buy
75
+15
+25% +$611 ﹤0.01% 507
2026
Q2 		$2.64K Buy
60
+3
+5% +$129 ﹤0.01% 515
2026
Q1 		$2.46K Buy
57
+18
+46% +$743 ﹤0.01% 459
2025
Q4 		$1.5K Buy
39
+5
+15% +$195 ﹤0.01% 549
2025
Q3 		$1.32K Buy
34
+5
+17% +$189 ﹤0.01% 546
2025
Q2 		$1.06K Buy
29
+9
+45% +$334 ﹤0.01% 548
2025
Q1 		$725 Buy
20
+1
+5% +$34 ﹤0.01% 478
2024
Q4 		$603 Buy
+19
New +$585 ﹤0.01% 494

Other funds holding CNP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principia Wealth Advisory's CNP Position: Q3 2026 in Review

Principia Wealth Advisory increased its CenterPoint Energy (CNP) stake by 25% in Q3 2026, buying an estimated $611 and bringing the position to 75 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Principia Wealth Advisory first reported a position in CNP in Q4 2024 and has held it in 8 quarters since. 588 funds tracked by Wall St. Rank hold CNP as of Q3 2026.

  • Principia Wealth Advisory held 75 shares of CenterPoint Energy worth $2.76K as of Q3 2026.
  • Principia Wealth Advisory bought 15 CenterPoint Energy shares in Q3 2026, an estimated $611.
  • CenterPoint Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #507 holding.
  • Principia Wealth Advisory first reported a position in CenterPoint Energy in Q4 2024 and has held it in 8 quarters since.
  • 588 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.