Strategic Investment Advisors’s CenterPoint Energy CNP Stock Holding History

Strategic Investment 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	$584K	Buy	13,526 +5,591	+70%	+$231K	0.04%	203
2025 Q4	$304K	Sell	7,935 -471	-6%	-$18.4K	0.03%	205
2025 Q3	$326K	Sell	8,406 -624	-7%	-$23.6K	0.03%	207
2025 Q2	$328K	Sell	9,030 -1,879	-17%	-$69.6K	0.03%	201
2025 Q1	$395K	Sell	10,909 -1,237	-10%	-$41.5K	0.04%	188
2024 Q4	$385K	Sell	12,146 -1,507	-11%	-$46.4K	0.04%	194
2024 Q3	$402K	Sell	13,653 -356	-3%	-$9.96K	0.04%	200
2024 Q2	$434K	Sell	14,009 -537	-4%	-$15.9K	0.05%	186
2024 Q1	$414K	Sell	14,546 -1,065	-7%	-$29.8K	0.05%	189
2023 Q4	$446K	Buy	+15,611	New	+$434K	0.06%	174

Other funds holding CNP

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Strategic Investment Advisors's CNP Position: Q1 2026 in Review

Strategic Investment Advisors increased its CenterPoint Energy (CNP) stake by 70% in Q1 2026, buying an estimated $231K and bringing the position to 13,526 shares worth $584K. The position accounts for 0.04% of the portfolio, ranked #203.

Strategic Investment Advisors first reported a position in CNP in Q4 2023 and has held it in 10 quarters since. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

Strategic Investment Advisors held 13,526 shares of CenterPoint Energy worth $584K as of Q1 2026.
Strategic Investment Advisors bought 5,591 CenterPoint Energy shares in Q1 2026, an estimated $231K.
CenterPoint Energy made up 0.04% of Strategic Investment Advisors's portfolio in Q1 2026, its #203 holding.
Strategic Investment Advisors first reported a position in CenterPoint Energy in Q4 2023 and has held it in 10 quarters since.
819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.