Principia Wealth Advisory’s CenterPoint Energy CNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Principia Wealth Advisory's CNP Position: Q2 2026 in Review

Principia Wealth Advisory increased its CenterPoint Energy (CNP) stake by 5.3% in Q2 2026, buying an estimated $129 and bringing the position to 60 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Principia Wealth Advisory first reported a position in CNP in Q4 2024 and has held it in 7 quarters since. 864 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Principia Wealth Advisory held 60 shares of CenterPoint Energy worth $2.64K as of Q2 2026.
  • Principia Wealth Advisory bought 3 CenterPoint Energy shares in Q2 2026, an estimated $129.
  • CenterPoint Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #515 holding.
  • Principia Wealth Advisory first reported a position in CenterPoint Energy in Q4 2024 and has held it in 7 quarters since.
  • 864 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.