Sequoia Financial Advisors’s CenterPoint Energy CNP Stock Holding History

Sequoia Financial 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	$1.05M	Buy	23,806 +2,057	+9%	+$88.1K	0.01%	923
2026 Q1	$939K	Buy	21,749 +4,960	+30%	+$205K	0.01%	926
2025 Q4	$644K	Buy	16,789 +6,997	+71%	+$273K	﹤0.01%	1128
2025 Q3	$380K	Buy	9,792 +68	+0.7%	+$2.57K	﹤0.01%	1264
2025 Q2	$357K	Buy	9,724 +3,226	+50%	+$120K	﹤0.01%	1168
2025 Q1	$235K	Sell	6,498 -517	-7%	-$17.3K	﹤0.01%	1187
2024 Q4	$223K	Buy	+7,015	New	+$216K	﹤0.01%	1175

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Sequoia Financial Advisors's CNP Position: Q2 2026 in Review

Sequoia Financial Advisors increased its CenterPoint Energy (CNP) stake by 9.5% in Q2 2026, buying an estimated $88.1K and bringing the position to 23,806 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #923.

Sequoia Financial Advisors first reported a position in CNP in Q4 2024 and has held it in 7 quarters since. 862 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Sequoia Financial Advisors held 23,806 shares of CenterPoint Energy worth $1.05M as of Q2 2026.
Sequoia Financial Advisors bought 2,057 CenterPoint Energy shares in Q2 2026, an estimated $88.1K.
CenterPoint Energy made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #923 holding.
Sequoia Financial Advisors first reported a position in CenterPoint Energy in Q4 2024 and has held it in 7 quarters since.
862 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.