Sunbelt Securities’s CenterPoint Energy CNP Stock Holding History

Sunbelt Securities’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
2025 Q3	–	Sell	-2,002	Closed	-$63.5K	–	2725
2025 Q2	$63.5K	Buy	+2,002	New	+$74.2K	0.01%	882
2025 Q1	–	Sell	-2,002	Closed	-$63.7K	–	1815
2024 Q4	$63.7K	Hold	2,002	–	–	0.01%	879
2024 Q3	$58.9K	Sell	2,002 -220	-10%	-$6.16K	0.01%	898
2024 Q2	$68.8K	Hold	2,222	–	–	0.01%	827
2024 Q1	$63.3K	Hold	2,222	–	–	0.01%	825
2023 Q4	$63.5K	Hold	2,222	–	–	0.01%	764
2023 Q3	$59.7K	Sell	2,222 -2,920	-57%	-$84.4K	0.01%	764
2023 Q2	$150K	Hold	5,142	–	–	0.02%	540
2023 Q1	$151K	Buy	+5,142	New	+$150K	0.02%	488
2022 Q1	–	Sell	-7,142	Closed	-$201K	–	458
2021 Q4	$201K	Sell	7,142 -1,700	-19%	-$45.4K	0.03%	444
2021 Q3	$226K	Hold	8,842	–	–	0.04%	403
2021 Q2	$226K	Buy	+8,842	New	+$217K	0.04%	401
2020 Q1	–	Sell	-51,762	Closed	-$1.41M	–	417
2019 Q4	$1.41M	Sell	51,762 -5,732	-10%	-$156K	0.15%	143
2019 Q3	$1.74M	Buy	+57,494	New	+$1.66M	0.19%	110

Other funds holding CNP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sunbelt Securities's CNP Position: Q3 2025 in Review

Sunbelt Securities sold out of CenterPoint Energy (CNP) in Q3 2025, closing a stake of 2,002 shares — an estimated $63.5K sold.

Sunbelt Securities first reported a position in CNP in Q3 2019 and held it in 14 quarters. The position peaked at $1.74M in Q3 2019. 747 funds tracked by Wall St. Rank hold CNP as of Q3 2025.

Sunbelt Securities reported no remaining CenterPoint Energy position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 2,002 CenterPoint Energy shares in Q3 2025, an estimated $63.5K.
Sunbelt Securities first reported a position in CenterPoint Energy in Q3 2019 and held it in 14 quarters.
Sunbelt Securities's CenterPoint Energy position peaked at $1.74M in Q3 2019.
747 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.