Beaird Harris Wealth Management’s CenterPoint Energy CNP Stock Holding History

Beaird Harris Wealth Management’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
2024 Q4	–	Sell	-375	Closed	-$11K	–	502
2024 Q3	$11K	Hold	375	–	–	﹤0.01%	330
2024 Q2	$11.6K	Buy	375 +354	+1,686%	+$10.5K	﹤0.01%	360
2024 Q1	$599	Hold	21	–	–	﹤0.01%	580
2023 Q4	$600	Buy	+21	New	+$584	﹤0.01%	555
2022 Q3	–	Sell	-107	Closed	-$3K	–	490
2022 Q2	$3K	Hold	107	–	–	﹤0.01%	328
2022 Q1	$3K	Buy	+107	New	+$3K	﹤0.01%	480

Other funds holding CNP

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Beaird Harris Wealth Management's CNP Position: Q4 2024 in Review

Beaird Harris Wealth Management sold out of CenterPoint Energy (CNP) in Q4 2024, closing a stake of 375 shares — an estimated $11K sold.

Beaird Harris Wealth Management first reported a position in CNP in Q1 2022 and held it in 6 quarters. The position peaked at $11.6K in Q2 2024. 651 funds tracked by Wall St. Rank hold CNP as of Q4 2024.

Beaird Harris Wealth Management reported no remaining CenterPoint Energy position as of Q4 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 375 CenterPoint Energy shares in Q4 2024, an estimated $11K.
Beaird Harris Wealth Management first reported a position in CenterPoint Energy in Q1 2022 and held it in 6 quarters.
Beaird Harris Wealth Management's CenterPoint Energy position peaked at $11.6K in Q2 2024.
651 funds tracked by Wall St. Rank held CenterPoint Energy as of Q4 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.