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Wealth Preservation Advisors’s CenterPoint Energy CNP Stock Holding History

Wealth Preservation 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 		– Sell
-209
Closed -$8.01K – 1054
2025
Q4 		$8.01K Hold
209
– – ﹤0.01% 318
2025
Q3 		$8.11K Sell
209
-8
-4% -$302 ﹤0.01% 307
2025
Q2 		$7.97K Sell
217
-6
-3% -$222 ﹤0.01% 315
2025
Q1 		$8.08K Buy
+223
New +$7.47K 0.01% 329

Other funds holding CNP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wealth Preservation Advisors's CNP Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of CenterPoint Energy (CNP) in Q1 2026, closing a stake of 209 shares — an estimated $8.01K sold.

Wealth Preservation Advisors first reported a position in CNP in Q1 2025 and held it in 4 quarters. The position peaked at $8.11K in Q3 2025. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining CenterPoint Energy position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 209 CenterPoint Energy shares in Q1 2026, an estimated $8.01K.
  • Wealth Preservation Advisors first reported a position in CenterPoint Energy in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's CenterPoint Energy position peaked at $8.11K in Q3 2025.
  • 819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

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