Waverly Advisors’s CenterPoint Energy CNP Stock Holding History

Waverly 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	$398K	Buy	9,231 +1,139	+14%	+$47K	﹤0.01%	1189
2025 Q4	$310K	Buy	8,092 +2,426	+43%	+$94.6K	﹤0.01%	1188
2025 Q3	$220K	Buy	5,666 +54	+1%	+$2.04K	﹤0.01%	1174
2025 Q2	$206K	Buy	5,612 +47	+0.8%	+$1.74K	﹤0.01%	1110
2025 Q1	$202K	Buy	+5,565	New	+$186K	﹤0.01%	1049
2014 Q4	–	Sell	-2,000	Closed	-$49K	–	475
2014 Q3	$49K	Hold	2,000	–	–	0.03%	219
2014 Q2	$51K	Hold	2,000	–	–	0.02%	229
2014 Q1	$47K	Hold	2,000	–	–	0.02%	225
2013 Q4	$46K	Buy	+2,000	New	+$48K	0.02%	342

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

Waverly Advisors's CNP Position: Q1 2026 in Review

Waverly Advisors increased its CenterPoint Energy (CNP) stake by 14% in Q1 2026, buying an estimated $47K and bringing the position to 9,231 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Waverly Advisors first reported a position in CNP in Q4 2013 and has held it in 9 quarters since. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

Waverly Advisors held 9,231 shares of CenterPoint Energy worth $398K as of Q1 2026.
Waverly Advisors bought 1,139 CenterPoint Energy shares in Q1 2026, an estimated $47K.
CenterPoint Energy made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1189 holding.
Waverly Advisors first reported a position in CenterPoint Energy in Q4 2013 and has held it in 9 quarters since.
819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.