Cassady Schiller Wealth Management’s CenterPoint Energy CNP Stock Holding History

Cassady Schiller 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	$1.33K	Buy	+42	New	+$1.29K	﹤0.01%	707

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

Cassady Schiller Wealth Management's CNP Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in CenterPoint Energy (CNP) in Q4 2024: 42 shares worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #707 among its holdings.

651 funds tracked by Wall St. Rank hold CNP as of Q4 2024.

Cassady Schiller Wealth Management held 42 shares of CenterPoint Energy worth $1.33K as of Q4 2024.
CenterPoint Energy was a new Cassady Schiller Wealth Management position in Q4 2024.
CenterPoint Energy made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #707 holding.
651 funds tracked by Wall St. Rank held CenterPoint Energy as of Q4 2024.

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