True Wealth Design’s CenterPoint Energy CNP Stock Holding History

True Wealth Design’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	$2.38K	Sell	54 -28	-34%	-$1.2K	﹤0.01%	1619
2026 Q1	$3.54K	Hold	82	–	–	﹤0.01%	1338
2025 Q4	$3.14K	Sell	82 -5	-6%	-$195	﹤0.01%	1277
2025 Q3	$3.38K	Buy	87 +3	+4%	+$113	﹤0.01%	1255
2025 Q2	$3.09K	Buy	84 +38	+83%	+$1.41K	﹤0.01%	997
2025 Q1	$1.67K	Buy	46 +10	+28%	+$335	﹤0.01%	1076
2024 Q4	$1.14K	Buy	36 +6	+20%	+$185	﹤0.01%	896
2024 Q3	$883	Sell	30 -1	-3%	-$28	﹤0.01%	1000
2024 Q2	$961	Buy	31 +9	+41%	+$266	﹤0.01%	512
2024 Q1	$627	Buy	22 +9	+69%	+$252	﹤0.01%	580
2023 Q4	$372	Hold	13	–	–	﹤0.01%	555
2023 Q3	$350	Sell	13 -1	-7%	-$29	﹤0.01%	518
2023 Q2	$409	Hold	14	–	–	﹤0.01%	498
2023 Q1	$413	Sell	14 -2	-13%	-$58	﹤0.01%	572
2022 Q4	$480	Buy	+16	New	+$465	﹤0.01%	461

Other funds holding CNP

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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

True Wealth Design's CNP Position: Q2 2026 in Review

True Wealth Design reduced its CenterPoint Energy (CNP) stake by 34% in Q2 2026, selling an estimated $1.2K and leaving 54 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

True Wealth Design first reported a position in CNP in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.54K in Q1 2026. 860 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

True Wealth Design held 54 shares of CenterPoint Energy worth $2.38K as of Q2 2026.
True Wealth Design sold 28 CenterPoint Energy shares in Q2 2026, an estimated $1.2K.
CenterPoint Energy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1619 holding.
True Wealth Design first reported a position in CenterPoint Energy in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's CenterPoint Energy position peaked at $3.54K in Q1 2026.
860 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.