Winch Advisory Services’s CenterPoint Energy CNP Stock Holding History

Winch Advisory Services’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	$10.7K	Buy	242 +1	+0.4%	+$43	﹤0.01%	330
2026 Q1	$10.4K	Buy	241 +1	+0.4%	+$41	﹤0.01%	315
2025 Q4	$9.19K	Buy	240 +2	+0.8%	+$78	﹤0.01%	318
2025 Q3	$9.24K	Buy	238 +1	+0.4%	+$38	﹤0.01%	313
2025 Q2	$8.7K	Buy	237 +2	+0.9%	+$74	﹤0.01%	309
2025 Q1	$8.53K	Buy	235 +1	+0.4%	+$34	﹤0.01%	303
2024 Q4	$7.42K	Buy	234 +2	+0.9%	+$62	﹤0.01%	328
2024 Q3	$6.84K	Buy	232 +1	+0.4%	+$28	﹤0.01%	295
2024 Q2	$7.15K	Buy	231 +2	+0.9%	+$59	﹤0.01%	289
2024 Q1	$6.53K	Buy	229 +1	+0.4%	+$28	﹤0.01%	295
2023 Q4	$6.5K	Buy	228 +2	+0.9%	+$56	﹤0.01%	291
2023 Q3	$6K	Buy	226 +1	+0.4%	+$29	﹤0.01%	293
2023 Q2	$7K	Buy	225 +2	+0.9%	+$59	﹤0.01%	280
2023 Q1	$7K	Buy	223 +1	+0.5%	+$29	﹤0.01%	277
2022 Q4	$7K	Buy	222 +2	+0.9%	+$58	﹤0.01%	259
2022 Q3	$6K	Buy	220 +1	+0.5%	+$31	﹤0.01%	251
2022 Q2	$6K	Buy	219 +1	+0.5%	+$31	﹤0.01%	268
2022 Q1	$7K	Sell	218 -1	-0.5%	-$28	﹤0.01%	282
2021 Q4	$6K	Buy	219 +1	+0.5%	+$27	﹤0.01%	311
2021 Q3	$5K	Buy	218 +2	+0.9%	+$51	﹤0.01%	325
2021 Q2	$5K	Buy	216 +1	+0.5%	+$25	﹤0.01%	328
2021 Q1	$5K	Buy	215 +2	+0.9%	+$43	﹤0.01%	301
2020 Q4	$5K	Buy	213 +1	+0.5%	+$22	﹤0.01%	297
2020 Q3	$4K	Buy	212 +2	+1%	+$39	﹤0.01%	273
2020 Q2	$4K	Buy	210 +1	+0.5%	+$17	﹤0.01%	273
2020 Q1	$3K	Buy	209 +4	+2%	+$92	﹤0.01%	250
2019 Q4	$6K	Buy	205 +3	+1%	+$82	﹤0.01%	240
2019 Q3	$6K	Buy	202 +2	+1%	+$58	﹤0.01%	225
2019 Q2	$6K	Buy	200 +2	+1%	+$60	﹤0.01%	237
2019 Q1	$6K	Buy	198 +1	+0.5%	+$30	﹤0.01%	231
2018 Q4	$6K	Buy	197 +2	+1%	+$56	﹤0.01%	213
2018 Q3	$5K	Buy	195 +2	+1%	+$56	﹤0.01%	225
2018 Q2	$5K	Buy	193 +2	+1%	+$52	﹤0.01%	229
2018 Q1	$5K	Buy	191 +2	+1%	+$54	﹤0.01%	222
2017 Q4	$5K	Buy	189 +2	+1%	+$58	﹤0.01%	216
2017 Q3	$5K	Buy	187 +2	+1%	+$58	﹤0.01%	204
2017 Q2	$5K	Buy	185 +1	+0.5%	+$28	﹤0.01%	217
2017 Q1	$5K	Buy	184 +2	+1%	+$53	﹤0.01%	203
2016 Q4	$4K	Buy	182 +2	+1%	+$47	﹤0.01%	194
2016 Q3	$4K	Buy	180 +2	+1%	+$47	﹤0.01%	203
2016 Q2	$4K	Buy	178 +2	+1%	+$44	﹤0.01%	192
2016 Q1	$4K	Buy	176 +2	+1%	+$38	0.01%	164
2015 Q4	$3K	Buy	174 +3	+2%	+$53	﹤0.01%	191
2015 Q3	$3K	Buy	171 +2	+1%	+$37	﹤0.01%	179
2015 Q2	$3K	Buy	169 +2	+1%	+$40	﹤0.01%	228
2015 Q1	$3K	Buy	+167	New	+$3.65K	﹤0.01%	227
2014 Q4	–	Sell	-163	Closed	-$4K	–	63
2014 Q3	$4K	Buy	163 +1	+0.6%	+$25	﹤0.01%	180
2014 Q2	$4K	Buy	162 +2	+1%	+$48	﹤0.01%	206
2014 Q1	$4K	Buy	+160	New	+$3.76K	﹤0.01%	218

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

Winch Advisory Services's CNP Position: Q2 2026 in Review

Winch Advisory Services increased its CenterPoint Energy (CNP) stake by 0.41% in Q2 2026, buying an estimated $43 and bringing the position to 242 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Winch Advisory Services first reported a position in CNP in Q1 2014 and has held it in 49 quarters since. 860 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Winch Advisory Services held 242 shares of CenterPoint Energy worth $10.7K as of Q2 2026.
Winch Advisory Services bought 1 CenterPoint Energy share in Q2 2026, an estimated $43.
CenterPoint Energy made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #330 holding.
Winch Advisory Services first reported a position in CenterPoint Energy in Q1 2014 and has held it in 49 quarters since.
860 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.