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Souders Financial Advisors’s CenterPoint Energy CNP Stock Holding History

Souders 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
Q1 		$436K Sell
10,104
-914
-8% -$37.7K 0.05% 156
2025
Q4 		$422K Buy
11,018
+449
+4% +$17.5K 0.05% 149
2025
Q3 		$410K Buy
10,569
+253
+2% +$9.56K 0.05% 144
2025
Q2 		$379K Buy
10,316
+254
+3% +$9.41K 0.05% 149
2025
Q1 		$365K Buy
10,062
+2,718
+37% +$91.1K 0.05% 145
2024
Q4 		$233K Buy
+7,344
New +$226K 0.03% 165
2024
Q3 		– Sell
-7,100
Closed -$220K – 175
2024
Q2 		$220K Sell
7,100
-62
-0.9% -$1.83K 0.03% 155
2024
Q1 		$204K Buy
+7,162
New +$201K 0.03% 156

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

Souders Financial Advisors's CNP Position: Q1 2026 in Review

Souders Financial Advisors reduced its CenterPoint Energy (CNP) stake by 8.3% in Q1 2026, selling an estimated $37.7K and leaving 10,104 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #156.

Souders Financial Advisors first reported a position in CNP in Q1 2024 and has held it in 8 quarters since. 820 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

  • Souders Financial Advisors held 10,104 shares of CenterPoint Energy worth $436K as of Q1 2026.
  • Souders Financial Advisors sold 914 CenterPoint Energy shares in Q1 2026, an estimated $37.7K.
  • CenterPoint Energy made up 0.05% of Souders Financial Advisors's portfolio in Q1 2026, its #156 holding.
  • Souders Financial Advisors first reported a position in CenterPoint Energy in Q1 2024 and has held it in 8 quarters since.
  • 820 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.