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Kula Investments’s CenterPoint Energy CNP Stock Holding History

Kula Investments’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 		$762K Buy
25,882
+13,922
+116% +$407K 0.19% 196
2022
Q4 		$359K Buy
+11,960
New +$348K 0.11% 317

Other funds holding CNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kula Investments's CNP Position: Q1 2023 in Review

Kula Investments increased its CenterPoint Energy (CNP) stake by 116% in Q1 2023, buying an estimated $407K and bringing the position to 25,882 shares worth $762K. The position accounts for 0.19% of the portfolio, ranked #196.

Kula Investments first reported a position in CNP in Q4 2022 and has held it in 2 quarters since. 599 funds tracked by Wall St. Rank hold CNP as of Q1 2023.

  • Kula Investments held 25,882 shares of CenterPoint Energy worth $762K as of Q1 2023.
  • Kula Investments bought 13,922 CenterPoint Energy shares in Q1 2023, an estimated $407K.
  • CenterPoint Energy made up 0.19% of Kula Investments's portfolio in Q1 2023, its #196 holding.
  • Kula Investments first reported a position in CenterPoint Energy in Q4 2022 and has held it in 2 quarters since.
  • 599 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.