Private Wealth Management Group’s CenterPoint Energy CNP Stock Holding History

Private Wealth Management Group’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	$4.63K	Hold	105	–	–	﹤0.01%	873
2026 Q1	$4.53K	Hold	105	–	–	﹤0.01%	809
2025 Q4	$4.03K	Hold	105	–	–	﹤0.01%	862
2025 Q3	$4.07K	Hold	105	–	–	﹤0.01%	873
2025 Q2	$3.86K	Hold	105	–	–	﹤0.01%	857
2025 Q1	$3.81K	Buy	105 +73	+228%	+$2.45K	﹤0.01%	825
2024 Q4	$1.02K	Hold	32	–	–	﹤0.01%	1302
2024 Q3	$942	Sell	32 -104	-76%	-$2.91K	﹤0.01%	1302
2024 Q2	$4.21K	Hold	136	–	–	﹤0.01%	767
2024 Q1	$3.88K	Hold	136	–	–	﹤0.01%	712
2023 Q4	$3.89K	Buy	+136	New	+$3.78K	﹤0.01%	716

Other funds holding CNP

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Wealth Management Group's CNP Position: Q2 2026 in Review

Private Wealth Management Group held its CenterPoint Energy (CNP) position steady in Q2 2026 at 105 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Private Wealth Management Group first reported a position in CNP in Q4 2023 and has held it in 11 quarters since. 860 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Private Wealth Management Group held 105 shares of CenterPoint Energy worth $4.63K as of Q2 2026.
Private Wealth Management Group left its CenterPoint Energy share count unchanged in Q2 2026.
CenterPoint Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #873 holding.
Private Wealth Management Group first reported a position in CenterPoint Energy in Q4 2023 and has held it in 11 quarters since.
860 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.