Planning Strategies Inc.’s CenterPoint Energy CNP Stock Holding History

Planning Strategies Inc.’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	$1.76K	Buy	+40	New	+$1.71K	﹤0.01%	621

Other funds holding CNP

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Planning Strategies Inc.'s CNP Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in CenterPoint Energy (CNP) in Q2 2026: 40 shares worth $1.76K. The stake represents ﹤0.01% of the portfolio and ranks #621 among its holdings.

276 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Planning Strategies Inc. held 40 shares of CenterPoint Energy worth $1.76K as of Q2 2026.
CenterPoint Energy was a new Planning Strategies Inc. position in Q2 2026.
CenterPoint Energy made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #621 holding.
276 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.