BDO Wealth Advisors’s CenterPoint Energy CNP Stock Holding History

BDO Wealth 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
2023 Q2	$10.5K	Buy	360 +211	+142%	+$6.24K	﹤0.01%	690
2023 Q1	$4.39K	Hold	149	–	–	﹤0.01%	810
2022 Q4	$4.47K	Hold	149	–	–	﹤0.01%	779
2022 Q3	$4K	Hold	149	–	–	﹤0.01%	840
2022 Q2	$4K	Hold	149	–	–	﹤0.01%	803
2022 Q1	$5K	Sell	149 -38	-20%	-$1.07K	﹤0.01%	810
2021 Q4	$5K	Sell	187 -148	-44%	-$3.95K	﹤0.01%	820
2021 Q3	$8K	Sell	335 -241	-42%	-$6.16K	﹤0.01%	757
2021 Q2	$14K	Hold	576	–	–	﹤0.01%	696
2021 Q1	$13K	Buy	576 +427	+287%	+$9.1K	﹤0.01%	690
2020 Q4	$3K	Hold	149	–	–	﹤0.01%	699
2020 Q3	$3K	Buy	+149	New	+$2.92K	﹤0.01%	612

Other funds holding CNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

BDO Wealth Advisors's CNP Position: Q2 2023 in Review

BDO Wealth Advisors increased its CenterPoint Energy (CNP) stake by 142% in Q2 2023, buying an estimated $6.24K and bringing the position to 360 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

BDO Wealth Advisors first reported a position in CNP in Q3 2020 and has held it in 12 quarters since. The position peaked at $14K in Q2 2021. 609 funds tracked by Wall St. Rank hold CNP as of Q2 2023.

BDO Wealth Advisors held 360 shares of CenterPoint Energy worth $10.5K as of Q2 2023.
BDO Wealth Advisors bought 211 CenterPoint Energy shares in Q2 2023, an estimated $6.24K.
CenterPoint Energy made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #690 holding.
BDO Wealth Advisors first reported a position in CenterPoint Energy in Q3 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's CenterPoint Energy position peaked at $14K in Q2 2021.
609 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.