Roehl & Yi Investment Advisors’s CenterPoint Energy CNP Stock Holding History

Roehl & Yi Investment 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	$364K	Buy	8,265 +26	+0.3%	+$1.11K	0.12%	135
2026 Q1	$356K	Sell	8,239 -4,229	-34%	-$175K	0.13%	120
2025 Q4	$478K	Buy	12,468 +71	+0.6%	+$2.77K	0.19%	101
2025 Q3	$481K	Buy	12,397 +119	+1%	+$4.5K	0.21%	93
2025 Q2	$451K	Hold	12,278	–	–	0.23%	92
2025 Q1	$445K	Hold	12,278	–	–	0.24%	94
2024 Q4	$390K	Buy	+12,278	New	+$378K	0.21%	99

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

Roehl & Yi Investment Advisors's CNP Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its CenterPoint Energy (CNP) stake by 0.32% in Q2 2026, buying an estimated $1.11K and bringing the position to 8,265 shares worth $364K. The position accounts for 0.12% of the portfolio, ranked #135.

Roehl & Yi Investment Advisors first reported a position in CNP in Q4 2024 and has held it in 7 quarters since. The position peaked at $481K in Q3 2025. 863 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Roehl & Yi Investment Advisors held 8,265 shares of CenterPoint Energy worth $364K as of Q2 2026.
Roehl & Yi Investment Advisors bought 26 CenterPoint Energy shares in Q2 2026, an estimated $1.11K.
CenterPoint Energy made up 0.12% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #135 holding.
Roehl & Yi Investment Advisors first reported a position in CenterPoint Energy in Q4 2024 and has held it in 7 quarters since.
Roehl & Yi Investment Advisors's CenterPoint Energy position peaked at $481K in Q3 2025.
863 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.