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Whipplewood Advisors’s CenterPoint Energy CNP Stock Holding History

Whipplewood 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 		– Sell
-21
Closed -$906 – 718
2026
Q1 		$906 Buy
+21
New +$867 ﹤0.01% 908
2025
Q3 		– Sell
-21
Closed -$772 – 478
2025
Q2 		$772 Buy
21
+8
+62% +$296 ﹤0.01% 1059
2025
Q1 		$761 Sell
13
-8
-38% -$268 ﹤0.01% 1075
2024
Q4 		$666 Buy
+21
New +$647 ﹤0.01% 1080

Other funds holding CNP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Whipplewood Advisors's CNP Position: Q2 2026 in Review

Whipplewood Advisors sold out of CenterPoint Energy (CNP) in Q2 2026, closing a stake of 21 shares — an estimated $906 sold.

Whipplewood Advisors first reported a position in CNP in Q4 2024 and held it in 4 quarters. The position peaked at $906 in Q1 2026. 860 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

  • Whipplewood Advisors reported no remaining CenterPoint Energy position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 21 CenterPoint Energy shares in Q2 2026, an estimated $906.
  • Whipplewood Advisors first reported a position in CenterPoint Energy in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's CenterPoint Energy position peaked at $906 in Q1 2026.
  • 860 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.