Legacy Advisors’s CenterPoint Energy CNP Stock Holding History

Legacy 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
2025 Q1	$302K	Buy	+8,327	New	+$279K	0.03%	323

Other funds holding CNP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Advisors's CNP Position: Q1 2025 in Review

Legacy Advisors opened a new position in CenterPoint Energy (CNP) in Q1 2025: 8,327 shares worth $302K. The stake represents 0.03% of the portfolio and ranks #323 among its holdings.

697 funds tracked by Wall St. Rank hold CNP as of Q1 2025.

Legacy Advisors held 8,327 shares of CenterPoint Energy worth $302K as of Q1 2025.
CenterPoint Energy was a new Legacy Advisors position in Q1 2025.
CenterPoint Energy made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #323 holding.
697 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.