Clear Perspectives Financial Planning’s CenterPoint Energy CNP Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$3.56K	Hold	121	–	–	﹤0.01%	168
2022 Q4	$3.62K	Hold	121	–	–	﹤0.01%	181
2022 Q3	$3K	Hold	121	–	–	﹤0.01%	178
2022 Q2	$4K	Hold	121	–	–	﹤0.01%	182
2022 Q1	$4K	Hold	121	–	–	﹤0.01%	189
2021 Q4	$3K	Buy	121 +1	+0.8%	+$27	﹤0.01%	204
2021 Q3	$3K	Buy	+120	New	+$3.07K	﹤0.01%	191

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

PAMS

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Clear Perspectives Financial Planning's CNP Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its CenterPoint Energy (CNP) position steady in Q1 2023 at 121 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Clear Perspectives Financial Planning first reported a position in CNP in Q3 2021 and has held it in 7 quarters since. The position peaked at $4K in Q2 2022. 599 funds tracked by Wall St. Rank hold CNP as of Q1 2023.

Clear Perspectives Financial Planning held 121 shares of CenterPoint Energy worth $3.56K as of Q1 2023.
Clear Perspectives Financial Planning left its CenterPoint Energy share count unchanged in Q1 2023.
CenterPoint Energy made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #168 holding.
Clear Perspectives Financial Planning first reported a position in CenterPoint Energy in Q3 2021 and has held it in 7 quarters since.
Clear Perspectives Financial Planning's CenterPoint Energy position peaked at $4K in Q2 2022.
599 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.