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Root Financial Partners’s CenterPoint Energy CNP Stock Holding History

Root Financial Partners’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 		– Sell
-917
Closed -$39.6K – 973
2026
Q1 		$39.6K Buy
917
+212
+30% +$8.75K ﹤0.01% 982
2025
Q4 		$27K Buy
705
+59
+9% +$2.3K ﹤0.01% 1012
2025
Q3 		$25.1K Buy
+646
New +$24.4K ﹤0.01% 1002

Other funds holding CNP

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Root Financial Partners's CNP Position: Q2 2026 in Review

Root Financial Partners sold out of CenterPoint Energy (CNP) in Q2 2026, closing a stake of 917 shares — an estimated $39.6K sold.

Root Financial Partners first reported a position in CNP in Q3 2025 and held it in 3 quarters. The position peaked at $39.6K in Q1 2026. 276 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Root Financial Partners reported no remaining CenterPoint Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 917 CenterPoint Energy shares in Q2 2026, an estimated $39.6K.
  • Root Financial Partners first reported a position in CenterPoint Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's CenterPoint Energy position peaked at $39.6K in Q1 2026.
  • 276 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.