Smallwood Wealth Investment Management’s CenterPoint Energy CNP Stock Holding History

Smallwood Wealth Investment 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	$33K	Hold	750	–	–	0.01%	231
2026 Q1	$32.4K	Hold	750	–	–	0.02%	221
2025 Q4	$28.8K	Hold	750	–	–	0.02%	228
2025 Q3	$29.1K	Hold	750	–	–	0.01%	232
2025 Q2	$27.6K	Hold	750	–	–	0.02%	227
2025 Q1	$27.2K	Buy	+750	New	+$25.1K	0.02%	219

Other funds holding CNP

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

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) 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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Smallwood Wealth Investment Management's CNP Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its CenterPoint Energy (CNP) position steady in Q2 2026 at 750 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #231.

Smallwood Wealth Investment Management first reported a position in CNP in Q1 2025 and has held it in 6 quarters since. 298 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Smallwood Wealth Investment Management held 750 shares of CenterPoint Energy worth $33K as of Q2 2026.
Smallwood Wealth Investment Management left its CenterPoint Energy share count unchanged in Q2 2026.
CenterPoint Energy made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #231 holding.
Smallwood Wealth Investment Management first reported a position in CenterPoint Energy in Q1 2025 and has held it in 6 quarters since.
298 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.