SMA
CNP icon

Sage Mountain Advisors’s CenterPoint Energy CNP Stock Holding History

Sage Mountain 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
Q1 		– Sell
-9,463
Closed -$363K – 348
2025
Q4 		$363K Buy
9,463
+4,072
+76% +$159K 0.02% 347
2025
Q3 		$209K Buy
+5,391
New +$204K 0.01% 454

Other funds holding CNP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sage Mountain Advisors's CNP Position: Q1 2026 in Review

Sage Mountain Advisors sold out of CenterPoint Energy (CNP) in Q1 2026, closing a stake of 9,463 shares — an estimated $363K sold.

Sage Mountain Advisors first reported a position in CNP in Q3 2025 and held it in 2 quarters. The position peaked at $363K in Q4 2025. 820 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

  • Sage Mountain Advisors reported no remaining CenterPoint Energy position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 9,463 CenterPoint Energy shares in Q1 2026, an estimated $363K.
  • Sage Mountain Advisors first reported a position in CenterPoint Energy in Q3 2025 and held it in 2 quarters.
  • Sage Mountain Advisors's CenterPoint Energy position peaked at $363K in Q4 2025.
  • 820 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.