Wealth Enhancement Advisory Services’s CenterPoint Energy CNP Stock Holding History

Wealth Enhancement Advisory Services’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	$3M	Sell	68,936 -33,560	-33%	-$1.44M	0.01%	1321
2026 Q1	$4.48M	Sell	102,496 -24,022	-19%	-$992K	0.01%	942
2025 Q4	$4.84M	Sell	126,518 -1,296	-1%	-$50.5K	0.01%	1034
2025 Q3	$5.04M	Sell	127,814 -5,596	-4%	-$211K	0.01%	943
2025 Q2	$4.79M	Buy	133,410 +59,302	+80%	+$2.2M	0.01%	917
2025 Q1	$2.68M	Buy	74,108 +38,292	+107%	+$1.28M	0.01%	1099
2024 Q4	$1.14M	Buy	35,816 +6,084	+20%	+$187K	﹤0.01%	1469
2024 Q3	$875K	Sell	29,732 -1,699	-5%	-$47.5K	﹤0.01%	1480
2024 Q2	$974K	Buy	31,431 +3,110	+11%	+$91.8K	﹤0.01%	1296
2024 Q1	$807K	Buy	28,321 +574	+2%	+$16.1K	﹤0.01%	1333
2023 Q4	$793K	Buy	27,747 +4,643	+20%	+$129K	﹤0.01%	1261
2023 Q3	$620K	Buy	+23,104	New	+$668K	﹤0.01%	1313
2022 Q3	–	Sell	-136,770	Closed	-$4.02M	–	329
2022 Q2	$4.02M	Buy	+136,770	New	+$4.21M	0.06%	150
2019 Q3	–	Sell	-35,786	Closed	-$1.03M	–	204
2019 Q2	$1.03M	Buy	+35,786	New	+$1.07M	0.05%	158
2018 Q4	–	Sell	-52,791	Closed	-$1.47M	–	173
2018 Q3	$1.47M	Buy	52,791 +16,865	+47%	+$472K	0.09%	85
2018 Q2	$967K	Buy	35,926 +1,693	+5%	+$44.4K	0.06%	126
2018 Q1	$908K	Buy	+34,233	New	+$933K	0.06%	118
2017 Q4	–	Sell	-30,627	Closed	-$885K	–	146
2017 Q3	$885K	Buy	+30,627	New	+$884K	0.07%	120
2017 Q2	–	Sell	-30,359	Closed	-$832K	–	148
2017 Q1	$832K	Buy	+30,359	New	+$807K	0.09%	103
2016 Q4	–	Sell	-29,352	Closed	-$656K	–	147
2016 Q3	$656K	Buy	+29,352	New	+$685K	0.1%	123

Other funds holding CNP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

HSPW

Harrison Street Private Wealth Denver, Colorado $71M AUM

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's CNP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its CenterPoint Energy (CNP) stake by 33% in Q2 2026, selling an estimated $1.44M and leaving 68,936 shares worth $3M. The position accounts for 0.01% of the portfolio, ranked #1321.

Wealth Enhancement Advisory Services first reported a position in CNP in Q3 2016 and has held it in 20 quarters since. The position peaked at $5.04M in Q3 2025. 140 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Wealth Enhancement Advisory Services held 68,936 shares of CenterPoint Energy worth $3M as of Q2 2026.
Wealth Enhancement Advisory Services sold 33,560 CenterPoint Energy shares in Q2 2026, an estimated $1.44M.
CenterPoint Energy made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1321 holding.
Wealth Enhancement Advisory Services first reported a position in CenterPoint Energy in Q3 2016 and has held it in 20 quarters since.
Wealth Enhancement Advisory Services's CenterPoint Energy position peaked at $5.04M in Q3 2025.
140 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.