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Synergy Investment Management’s CenterPoint Energy CNP Stock Holding History

Synergy Investment 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 		– Sell
-23
Closed -$993 – 1104
2026
Q1 		$993 Buy
+23
New +$949 ﹤0.01% 768

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BlackRock
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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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Synergy Investment Management's CNP Position: Q2 2026 in Review

Synergy Investment Management sold out of CenterPoint Energy (CNP) in Q2 2026, closing a stake of 23 shares — an estimated $993 sold.

Synergy Investment Management first reported a position in CNP in Q1 2026 and held it in 1 quarter. The position peaked at $993 in Q1 2026. 871 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Synergy Investment Management reported no remaining CenterPoint Energy position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 23 CenterPoint Energy shares in Q2 2026, an estimated $993.
  • Synergy Investment Management first reported a position in CenterPoint Energy in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's CenterPoint Energy position peaked at $993 in Q1 2026.
  • 871 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.