Berman Capital Advisors’s CenterPoint Energy CNP Stock Holding History

Berman Capital 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
2021 Q3	$70K	Buy	2,862 +250	+10%	+$6.39K	0.01%	551
2021 Q2	$64K	Buy	2,612 +156	+6%	+$3.83K	0.01%	496
2021 Q1	$55K	Hold	2,456	–	–	0.01%	444
2020 Q4	$53K	Hold	2,456	–	–	0.01%	397
2020 Q3	$47K	Buy	2,456 +492	+25%	+$9.65K	0.01%	356
2020 Q2	$36K	Buy	1,964 +721	+58%	+$12.4K	0.01%	398
2020 Q1	$18K	Buy	1,243 +1,039	+509%	+$23.8K	0.01%	517
2019 Q4	$5K	Hold	204	–	–	﹤0.01%	963
2019 Q3	$6K	Hold	204	–	–	﹤0.01%	884
2019 Q2	$5K	Buy	204 +152	+292%	+$4.53K	﹤0.01%	943
2019 Q1	$1K	Hold	52	–	–	﹤0.01%	1190
2018 Q4	$1K	Buy	+52	New	+$1.45K	﹤0.01%	967

Other funds holding CNP

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $113B AUM 38.87% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Berman Capital Advisors's CNP Position: Q3 2021 in Review

Berman Capital Advisors increased its CenterPoint Energy (CNP) stake by 9.6% in Q3 2021, buying an estimated $6.39K and bringing the position to 2,862 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #551.

Berman Capital Advisors first reported a position in CNP in Q4 2018 and has held it in 12 quarters since. 523 funds tracked by Wall St. Rank hold CNP as of Q3 2021.

Berman Capital Advisors held 2,862 shares of CenterPoint Energy worth $70K as of Q3 2021.
Berman Capital Advisors bought 250 CenterPoint Energy shares in Q3 2021, an estimated $6.39K.
CenterPoint Energy made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #551 holding.
Berman Capital Advisors first reported a position in CenterPoint Energy in Q4 2018 and has held it in 12 quarters since.
523 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.