HWA
CNP icon

Heritage Wealth Advisors’s CenterPoint Energy CNP Stock Holding History

Heritage Wealth 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
2020
Q3 		– Sell
-900
Closed -$16.8K – 469
2020
Q2 		$16.8K Hold
900
– – ﹤0.01% 348
2020
Q1 		$13.9K Hold
900
– – ﹤0.01% 352
2019
Q4 		$24.5K Buy
900
+200
+29% +$5.44K ﹤0.01% 363
2019
Q3 		$21K Buy
700
+150
+27% +$4.32K ﹤0.01% 341
2019
Q2 		$15.7K Hold
550
– – ﹤0.01% 358
2019
Q1 		$16.9K Hold
550
– – ﹤0.01% 320
2018
Q4 		$15K Buy
550
+250
+83% +$6.98K ﹤0.01% 281
2018
Q3 		$8K Buy
+300
New +$8.4K ﹤0.01% 313

Other funds holding CNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return