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Spire Wealth Management’s CenterPoint Energy CNP Stock Holding History

Spire 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 		$47.1K Sell
1,070
-6
-0.6% -$257 ﹤0.01% 1193
2026
Q1 		$46.4K Sell
1,076
-174
-14% -$7.18K ﹤0.01% 1189
2025
Q4 		$47.9K Hold
1,250
– – ﹤0.01% 1194
2025
Q3 		$48.5K Sell
1,250
-1
-0.1% -$38 ﹤0.01% 1247
2025
Q2 		$46K Sell
1,251
-30
-2% -$1.11K ﹤0.01% 1226
2025
Q1 		$46.4K Buy
1,281
+1,139
+802% +$38.2K ﹤0.01% 1310
2024
Q4 		$4.51K Buy
142
+22
+18% +$678 ﹤0.01% 2078
2024
Q3 		$3.53K Sell
120
-987
-89% -$27.6K ﹤0.01% 1896
2024
Q2 		$34.3K Buy
1,107
+418
+61% +$12.3K ﹤0.01% 1246
2024
Q1 		$19.6K Sell
689
-314
-31% -$8.8K ﹤0.01% 1523
2023
Q4 		$27.9K Buy
1,003
+205
+26% +$5.7K ﹤0.01% 1417
2023
Q3 		$21.4K Buy
798
+14
+2% +$405 ﹤0.01% 1478
2023
Q2 		$22.9K Buy
784
+207
+36% +$6.12K ﹤0.01% 1542
2023
Q1 		$17K Buy
577
+154
+36% +$4.5K ﹤0.01% 1682
2022
Q4 		$13K Buy
423
+23
+6% +$669 ﹤0.01% 1514
2022
Q3 		$11K Sell
400
-6,417
-94% -$200K ﹤0.01% 1530
2022
Q2 		$202K Buy
6,817
+3,848
+130% +$118K 0.01% 766
2022
Q1 		$91K Sell
2,969
-9,898
-77% -$278K ﹤0.01% 1194
2021
Q4 		$359K Buy
12,867
+9,435
+275% +$252K 0.01% 826
2021
Q3 		$84K Sell
3,432
-66
-2% -$1.69K ﹤0.01% 1252
2021
Q2 		$86K Sell
3,498
-17,270
-83% -$424K ﹤0.01% 1239
2021
Q1 		$457K Buy
+20,768
New +$443K 0.01% 699

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

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

Spire Wealth Management reduced its CenterPoint Energy (CNP) stake by 0.56% in Q2 2026, selling an estimated $257 and leaving 1,070 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Spire Wealth Management first reported a position in CNP in Q1 2021 and has held it in 22 quarters since. The position peaked at $457K in Q1 2021. 862 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Spire Wealth Management held 1,070 shares of CenterPoint Energy worth $47.1K as of Q2 2026.
  • Spire Wealth Management sold 6 CenterPoint Energy shares in Q2 2026, an estimated $257.
  • CenterPoint Energy made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1193 holding.
  • Spire Wealth Management first reported a position in CenterPoint Energy in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's CenterPoint Energy position peaked at $457K in Q1 2021.
  • 862 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.