Sagespring Wealth Partners’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
Q1
$293K Sell
6,784
-857
-11% -$35.4K 0.01% 669
2025
Q4
$293K Sell
7,641
-972
-11% -$37.9K 0.01% 626
2025
Q3
$334K Sell
8,613
-1,429
-14% -$54K 0.01% 570
2025
Q2
$369K Buy
10,042
+2,396
+31% +$88.8K 0.01% 517
2025
Q1
$277K Buy
+7,646
New +$256K 0.01% 541

Other funds holding CNP

Sagespring Wealth Partners's CNP Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its CenterPoint Energy (CNP) stake by 11% in Q1 2026, selling an estimated $35.4K and leaving 6,784 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #669.

Sagespring Wealth Partners first reported a position in CNP in Q1 2025 and has held it in 5 quarters since. The position peaked at $369K in Q2 2025. 820 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

  • Sagespring Wealth Partners held 6,784 shares of CenterPoint Energy worth $293K as of Q1 2026.
  • Sagespring Wealth Partners sold 857 CenterPoint Energy shares in Q1 2026, an estimated $35.4K.
  • CenterPoint Energy made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #669 holding.
  • Sagespring Wealth Partners first reported a position in CenterPoint Energy in Q1 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's CenterPoint Energy position peaked at $369K in Q2 2025.
  • 820 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.