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Gilliland Jeter Wealth Management’s CenterPoint Energy CNP Stock Holding History

Gilliland Jeter 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
-2,664
Closed -$78.4K – 261
2024
Q3 		$78.4K Buy
2,664
+18
+0.7% +$504 0.03% 251
2024
Q2 		$82K Buy
2,646
+17
+0.6% +$502 0.03% 234
2024
Q1 		$74.9K Buy
+2,629
New +$73.6K 0.03% 246

Other funds holding CNP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Gilliland Jeter Wealth Management's CNP Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of CenterPoint Energy (CNP) in Q4 2024, closing a stake of 2,664 shares — an estimated $78.4K sold.

Gilliland Jeter Wealth Management first reported a position in CNP in Q1 2024 and held it in 3 quarters. The position peaked at $82K in Q2 2024. 651 funds tracked by Wall St. Rank hold CNP as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining CenterPoint Energy position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 2,664 CenterPoint Energy shares in Q4 2024, an estimated $78.4K.
  • Gilliland Jeter Wealth Management first reported a position in CenterPoint Energy in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's CenterPoint Energy position peaked at $82K in Q2 2024.
  • 651 funds tracked by Wall St. Rank held CenterPoint Energy as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.