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Jeppson Wealth Management’s CenterPoint Energy CNP Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-1,380
Closed -$27K – 192
2020
Q3 		$27K Buy
+1,380
New +$27.1K 0.02% 306

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Jeppson Wealth Management's CNP Position: Q4 2020 in Review

Jeppson Wealth Management sold out of CenterPoint Energy (CNP) in Q4 2020, closing a stake of 1,380 shares — an estimated $27K sold.

Jeppson Wealth Management first reported a position in CNP in Q3 2020 and held it in 1 quarter. The position peaked at $27K in Q3 2020. 560 funds tracked by Wall St. Rank hold CNP as of Q4 2020.

  • Jeppson Wealth Management reported no remaining CenterPoint Energy position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,380 CenterPoint Energy shares in Q4 2020, an estimated $27K.
  • Jeppson Wealth Management first reported a position in CenterPoint Energy in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's CenterPoint Energy position peaked at $27K in Q3 2020.
  • 560 funds tracked by Wall St. Rank held CenterPoint Energy as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.