Wealthspire Advisors (New York)’s CenterPoint Energy CNP Stock Holding History

Wealthspire Advisors (New York)’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	-7,329	Closed	-$281K	–	966
2025 Q4	$281K	Buy	7,329 +2,942	+67%	+$115K	﹤0.01%	828
2025 Q3	$170K	Sell	4,387 -3,883	-47%	-$147K	﹤0.01%	850
2025 Q2	$304K	Buy	8,270 +5	+0.1%	+$185	﹤0.01%	661
2025 Q1	$299K	Sell	8,265 -612	-7%	-$20.5K	﹤0.01%	641
2024 Q4	$282K	Sell	8,877 -445	-5%	-$13.7K	﹤0.01%	656
2024 Q3	$274K	Sell	9,322 -863	-8%	-$24.1K	﹤0.01%	638
2024 Q2	$316K	Buy	10,185 +2,538	+33%	+$74.9K	﹤0.01%	531
2024 Q1	$218K	Hold	7,647	–	–	﹤0.01%	582
2023 Q4	$218K	Sell	7,647 -83	-1%	-$2.31K	﹤0.01%	594
2023 Q3	$208K	Buy	+7,730	New	+$223K	﹤0.01%	556
2019 Q1	–	Sell	-129	Closed	-$4K	–	198
2018 Q4	$4K	Buy	+129	New	+$3.6K	﹤0.01%	671

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

Wealthspire Advisors (New York)'s CNP Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of CenterPoint Energy (CNP) in Q1 2026, closing a stake of 7,329 shares — an estimated $281K sold.

Wealthspire Advisors (New York) first reported a position in CNP in Q4 2018 and held it in 11 quarters. The position peaked at $316K in Q2 2024. 819 funds tracked by Wall St. Rank hold CNP as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining CenterPoint Energy position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 7,329 CenterPoint Energy shares in Q1 2026, an estimated $281K.
Wealthspire Advisors (New York) first reported a position in CenterPoint Energy in Q4 2018 and held it in 11 quarters.
Wealthspire Advisors (New York)'s CenterPoint Energy position peaked at $316K in Q2 2024.
819 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.