Wetzel Investment Advisors’s CenterPoint Energy CNP Stock Holding History

Wetzel Investment 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 Q2	$589K	Hold	13,365	–	–	0.2%	66
2026 Q1	$577K	Sell	13,365 -183	-1%	-$7.55K	0.23%	68
2025 Q4	$519K	Hold	13,548	–	–	0.21%	68
2025 Q3	$526K	Sell	13,548 -88	-0.6%	-$3.32K	0.22%	67
2025 Q2	$501K	Buy	13,636 +6	+0%	+$222	0.23%	66
2025 Q1	$494K	Sell	13,630 -251	-2%	-$8.41K	0.25%	68
2024 Q4	$440K	Sell	13,881 -149	-1%	-$4.59K	0.22%	73
2024 Q3	$413K	Buy	14,030 +627	+5%	+$17.5K	0.21%	76
2024 Q2	$382K	Sell	13,403 -627	-4%	-$18.5K	0.22%	72
2024 Q1	$392K	Buy	14,030 +81	+0.6%	+$2.27K	0.23%	73
2023 Q4	$399K	Buy	+13,949	New	+$388K	0.25%	68

Other funds holding CNP

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wetzel Investment Advisors's CNP Position: Q2 2026 in Review

Wetzel Investment Advisors held its CenterPoint Energy (CNP) position steady in Q2 2026 at 13,365 shares worth $589K. The position accounts for 0.2% of the portfolio, ranked #66.

Wetzel Investment Advisors first reported a position in CNP in Q4 2023 and has held it in 11 quarters since. 465 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Wetzel Investment Advisors held 13,365 shares of CenterPoint Energy worth $589K as of Q2 2026.
Wetzel Investment Advisors left its CenterPoint Energy share count unchanged in Q2 2026.
CenterPoint Energy made up 0.2% of Wetzel Investment Advisors's portfolio in Q2 2026, its #66 holding.
Wetzel Investment Advisors first reported a position in CenterPoint Energy in Q4 2023 and has held it in 11 quarters since.
465 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.