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Sowell Financial Services’s CenterPoint Energy CNP Stock Holding History

Sowell Financial Services’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 		$417K Buy
9,476
+73
+0.8% +$3.13K 0.01% 726
2026
Q1 		$406K Sell
9,403
-13,173
-58% -$544K 0.02% 715
2025
Q4 		$866K Sell
22,576
-5,331
-19% -$208K 0.03% 467
2025
Q3 		$1.08M Sell
27,907
-37
-0.1% -$1.4K 0.04% 405
2025
Q2 		$1.03M Sell
27,944
-4,195
-13% -$155K 0.04% 401
2025
Q1 		$1.16M Buy
32,139
+6,355
+25% +$213K 0.05% 352
2024
Q4 		$818K Buy
25,784
+6,976
+37% +$215K 0.04% 340
2024
Q3 		$553K Buy
18,808
+6,185
+49% +$173K 0.03% 426
2024
Q2 		$391K Sell
12,623
-513
-4% -$15.1K 0.02% 464
2024
Q1 		$374K Sell
13,136
-533
-4% -$14.9K 0.02% 490
2023
Q4 		$391K Buy
+13,669
New +$380K 0.02% 462
2021
Q4 		– Sell
-11,436
Closed -$281K – 512
2021
Q3 		$281K Sell
11,436
-2,553
-18% -$65.3K 0.02% 452
2021
Q2 		$343K Sell
13,989
-5,157
-27% -$127K 0.02% 460
2021
Q1 		$467K Buy
19,146
+10,640
+125% +$227K 0.02% 669
2020
Q4 		$184K Buy
8,506
+4
+0% +$89 0.01% 886
2020
Q3 		$165K Buy
8,502
+486
+6% +$9.54K 0.01% 796
2020
Q2 		$150K Sell
8,016
-13,275
-62% -$229K 0.01% 825
2020
Q1 		$329K Buy
21,291
+12,469
+141% +$286K 0.02% 518
2019
Q4 		$241K Sell
8,822
-1,166
-12% -$31.7K 0.02% 655
2019
Q3 		$301K Buy
+9,988
New +$288K 0.02% 536
2019
Q1 		$263K Buy
8,581
+75
+0.9% +$2.27K 0.03% 478
2018
Q4 		$240K Sell
8,506
-1,566
-16% -$43.7K 0.03% 428
2018
Q3 		$278K Sell
10,072
-3,255
-24% -$91.2K 0.04% 276
2018
Q2 		$376K Buy
13,327
+4,850
+57% +$127K 0.08% 203
2018
Q1 		$216K Buy
+8,477
New +$231K 0.05% 247
2017
Q3 		– Sell
-7,453
Closed -$217K – 263
2017
Q2 		$217K Sell
7,453
-200
-3% -$5.61K 0.06% 227
2017
Q1 		$214K Buy
7,653
+4,129
+117% +$110K 0.06% 231
2016
Q4 		$92K Buy
+3,524
New +$82.4K 0.03% 278

Other funds holding CNP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Sowell Financial Services's CNP Position: Q2 2026 in Review

Sowell Financial Services increased its CenterPoint Energy (CNP) stake by 0.78% in Q2 2026, buying an estimated $3.13K and bringing the position to 9,476 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #726.

Sowell Financial Services first reported a position in CNP in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.16M in Q1 2025. 862 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Sowell Financial Services held 9,476 shares of CenterPoint Energy worth $417K as of Q2 2026.
  • Sowell Financial Services bought 73 CenterPoint Energy shares in Q2 2026, an estimated $3.13K.
  • CenterPoint Energy made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #726 holding.
  • Sowell Financial Services first reported a position in CenterPoint Energy in Q4 2016 and has held it in 28 quarters since.
  • Sowell Financial Services's CenterPoint Energy position peaked at $1.16M in Q1 2025.
  • 862 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.