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 Q2	$212K	Hold	4,808	–	–	0.07%	125
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 $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthspan Partners's CNP Position: Q2 2026 in Review

Wealthspan Partners held its CenterPoint Energy (CNP) position steady in Q2 2026 at 4,808 shares worth $212K. The position accounts for 0.07% of the portfolio, ranked #125.

Wealthspan Partners first reported a position in CNP in Q4 2021 and has held it in 15 quarters since. The position peaked at $287K in Q2 2024. 865 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Wealthspan Partners held 4,808 shares of CenterPoint Energy worth $212K as of Q2 2026.
Wealthspan Partners left its CenterPoint Energy share count unchanged in Q2 2026.
CenterPoint Energy made up 0.07% of Wealthspan Partners's portfolio in Q2 2026, its #125 holding.
Wealthspan Partners first reported a position in CenterPoint Energy in Q4 2021 and has held it in 15 quarters since.
Wealthspan Partners's CenterPoint Energy position peaked at $287K in Q2 2024.
865 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.