James T. Borello RIA’s CenterPoint Energy CNP Stock Holding History

James T. Borello RIA’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 Q3	$3.24K	Buy	88 +1	+1%	+$41	﹤0.01%	862
2026 Q2	$3.83K	Buy	87 +10	+13%	+$428	﹤0.01%	850
2026 Q1	$3.32K	Sell	77 -1,624	-95%	-$67K	﹤0.01%	851
2025 Q4	$65.2K	Sell	1,701 -6	-0.4%	-$234	0.02%	161
2025 Q3	$66.2K	Buy	1,707 +68	+4%	+$2.57K	0.02%	150
2025 Q2	$60.2K	Hold	1,639	–	–	0.02%	135
2025 Q1	$59.4K	Hold	1,639	–	–	0.02%	121
2024 Q4	$52K	Hold	1,639	–	–	0.02%	109
2024 Q3	$48.2K	Buy	+1,639	New	+$45.9K	0.02%	98

Other funds holding CNP

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's CNP Position: Q3 2026 in Review

James T. Borello RIA increased its CenterPoint Energy (CNP) stake by 1.1% in Q3 2026, buying an estimated $41 and bringing the position to 88 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

James T. Borello RIA first reported a position in CNP in Q3 2024 and has held it in 9 quarters since. The position peaked at $66.2K in Q3 2025. 107 funds tracked by Wall St. Rank hold CNP as of Q3 2026.

James T. Borello RIA held 88 shares of CenterPoint Energy worth $3.24K as of Q3 2026.
James T. Borello RIA bought 1 CenterPoint Energy share in Q3 2026, an estimated $41.
CenterPoint Energy made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #862 holding.
James T. Borello RIA first reported a position in CenterPoint Energy in Q3 2024 and has held it in 9 quarters since.
James T. Borello RIA's CenterPoint Energy position peaked at $66.2K in Q3 2025.
107 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.