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SVB Wealth’s CenterPoint Energy CNP Stock Holding History

SVB Wealth’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
Q2 		– Sell
-2,909
Closed -$105K – 751
2025
Q1 		$105K Buy
+2,909
New +$97.5K ﹤0.01% 396
2023
Q2 		– Sell
-6,847
Closed -$202K – 939
2023
Q1 		$202K Sell
6,847
-1,077
-14% -$31.5K ﹤0.01% 884
2022
Q4 		$238K Sell
7,924
-2,159
-21% -$62.8K ﹤0.01% 848
2022
Q3 		$284K Buy
+10,083
New +$315K ﹤0.01% 717

Other funds holding CNP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SVB Wealth's CNP Position: Q2 2025 in Review

SVB Wealth sold out of CenterPoint Energy (CNP) in Q2 2025, closing a stake of 2,909 shares — an estimated $105K sold.

SVB Wealth first reported a position in CNP in Q3 2022 and held it in 4 quarters. The position peaked at $284K in Q3 2022. 721 funds tracked by Wall St. Rank hold CNP as of Q2 2025.

  • SVB Wealth reported no remaining CenterPoint Energy position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,909 CenterPoint Energy shares in Q2 2025, an estimated $105K.
  • SVB Wealth first reported a position in CenterPoint Energy in Q3 2022 and held it in 4 quarters.
  • SVB Wealth's CenterPoint Energy position peaked at $284K in Q3 2022.
  • 721 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.