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SHP Wealth Management’s CenterPoint Energy CNP Stock Holding History

SHP Wealth Management’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 		$11.2K Buy
255
+28
+12% +$1.2K ﹤0.01% 938
2026
Q1 		$9.78K Buy
227
+87
+62% +$3.59K ﹤0.01% 900
2025
Q4 		$5.39K Buy
+140
New +$5.46K ﹤0.01% 970

Other funds holding CNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SHP Wealth Management's CNP Position: Q2 2026 in Review

SHP Wealth Management increased its CenterPoint Energy (CNP) stake by 12% in Q2 2026, buying an estimated $1.2K and bringing the position to 255 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

SHP Wealth Management first reported a position in CNP in Q4 2025 and has held it in 3 quarters since. 520 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • SHP Wealth Management held 255 shares of CenterPoint Energy worth $11.2K as of Q2 2026.
  • SHP Wealth Management bought 28 CenterPoint Energy shares in Q2 2026, an estimated $1.2K.
  • CenterPoint Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #938 holding.
  • SHP Wealth Management first reported a position in CenterPoint Energy in Q4 2025 and has held it in 3 quarters since.
  • 520 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.