Wealthcare Capital Partners’s CenterPoint Energy CNP Stock Holding History

Wealthcare Capital Partners’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	$250K	Buy	5,670 +25	+0.4%	+$1.07K	0.1%	146
2026 Q1	$244K	Buy	5,645 +24	+0.4%	+$991	0.11%	140
2025 Q4	$215K	Buy	5,621 +27	+0.5%	+$1.05K	0.1%	140
2025 Q3	$217K	Buy	5,594 +27	+0.5%	+$1.02K	0.1%	136
2025 Q2	$205K	Buy	5,567 +25	+0.5%	+$927	0.1%	138
2025 Q1	$201K	Buy	+5,542	New	+$186K	0.1%	127

Other funds holding CNP

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

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

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Wealthcare Capital Partners's CNP Position: Q2 2026 in Review

Wealthcare Capital Partners increased its CenterPoint Energy (CNP) stake by 0.44% in Q2 2026, buying an estimated $1.07K and bringing the position to 5,670 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #146.

Wealthcare Capital Partners first reported a position in CNP in Q1 2025 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Wealthcare Capital Partners held 5,670 shares of CenterPoint Energy worth $250K as of Q2 2026.
Wealthcare Capital Partners bought 25 CenterPoint Energy shares in Q2 2026, an estimated $1.07K.
CenterPoint Energy made up 0.1% of Wealthcare Capital Partners's portfolio in Q2 2026, its #146 holding.
Wealthcare Capital Partners first reported a position in CenterPoint Energy in Q1 2025 and has held it in 6 quarters since.
320 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.