Wealthspan Partners’s CenterPoint Energy CNP Stock Holding History

Wealthspan 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 Q1	$208K	Buy	+4,808	New	+$198K	0.07%	120
2025 Q2	–	Sell	-6,258	Closed	-$227K	–	121
2025 Q1	$227K	Buy	+6,258	New	+$210K	0.1%	101
2024 Q4	–	Sell	-9,258	Closed	-$272K	–	111
2024 Q3	$272K	Hold	9,258	–	–	0.13%	90
2024 Q2	$287K	Hold	9,258	–	–	0.16%	80
2024 Q1	$264K	Hold	9,258	–	–	0.16%	83
2023 Q4	$265K	Hold	9,258	–	–	0.19%	73
2023 Q3	$249K	Hold	9,258	–	–	0.2%	72
2023 Q2	$270K	Hold	9,258	–	–	0.21%	69
2023 Q1	$273K	Hold	9,258	–	–	0.23%	63
2022 Q4	$278K	Hold	9,258	–	–	0.25%	62
2022 Q3	$261K	Hold	9,258	–	–	0.27%	58
2022 Q2	$274K	Hold	9,258	–	–	0.28%	58
2022 Q1	$284K	Hold	9,258	–	–	0.26%	59
2021 Q4	$258K	Buy	+9,258	New	+$247K	0.23%	61

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

Wealthspan Partners's CNP Position: Q1 2026 in Review

Wealthspan Partners opened a new position in CenterPoint Energy (CNP) in Q1 2026: 4,808 shares worth $208K. The stake represents 0.07% of the portfolio and ranks #120 among its holdings. This is a return to the name: Wealthspan Partners previously reported a position in CNP as recently as Q1 2025.

Wealthspan Partners first reported a position in CNP in Q4 2021 and has held it in 14 quarters since. The position peaked at $287K in Q2 2024. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

Wealthspan Partners held 4,808 shares of CenterPoint Energy worth $208K as of Q1 2026.
CenterPoint Energy was a new Wealthspan Partners position in Q1 2026.
CenterPoint Energy made up 0.07% of Wealthspan Partners's portfolio in Q1 2026, its #120 holding.
Wealthspan Partners first reported a position in CenterPoint Energy in Q4 2021 and has held it in 14 quarters since.
Wealthspan Partners's CenterPoint Energy position peaked at $287K in Q2 2024.
819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.