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Kingsview Wealth Management’s CenterPoint Energy CNP Stock Holding History

Kingsview 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
2022
Q4 		– Sell
-8,724
Closed -$246K – 849
2022
Q3 		$246K Buy
+8,724
New +$272K 0.01% 694
2020
Q1 		– Sell
-11,715
Closed -$319K – 510
2019
Q4 		$319K Buy
11,715
+4,084
+54% +$111K 0.04% 359
2019
Q3 		$230K Buy
+7,631
New +$220K 0.04% 387

Other funds holding CNP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Kingsview Wealth Management's CNP Position: Q4 2022 in Review

Kingsview Wealth Management sold out of CenterPoint Energy (CNP) in Q4 2022, closing a stake of 8,724 shares — an estimated $246K sold.

Kingsview Wealth Management first reported a position in CNP in Q3 2019 and held it in 3 quarters. The position peaked at $319K in Q4 2019. 629 funds tracked by Wall St. Rank hold CNP as of Q4 2022.

  • Kingsview Wealth Management reported no remaining CenterPoint Energy position as of Q4 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,724 CenterPoint Energy shares in Q4 2022, an estimated $246K.
  • Kingsview Wealth Management first reported a position in CenterPoint Energy in Q3 2019 and held it in 3 quarters.
  • Kingsview Wealth Management's CenterPoint Energy position peaked at $319K in Q4 2019.
  • 629 funds tracked by Wall St. Rank held CenterPoint Energy as of Q4 2022.

Based on Kingsview Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.