Lenox Wealth Advisors’s CenterPoint Energy CNP Stock Holding History

Lenox 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
2022 Q1	$1K	Buy	34 +9	+36%	+$253	﹤0.01%	695
2021 Q4	$1K	Buy	+25	New	+$668	﹤0.01%	820
2020 Q1	–	Sell	-7	Closed	–	–	791
2019 Q4	$0	Buy	+7	New	+$190	﹤0.01%	741

Other funds holding CNP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's CNP Position: Q1 2022 in Review

Lenox Wealth Advisors increased its CenterPoint Energy (CNP) stake by 36% in Q1 2022, buying an estimated $253 and bringing the position to 34 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Lenox Wealth Advisors first reported a position in CNP in Q4 2019 and has held it in 3 quarters since. 618 funds tracked by Wall St. Rank hold CNP as of Q1 2022.

Lenox Wealth Advisors held 34 shares of CenterPoint Energy worth $1K as of Q1 2022.
Lenox Wealth Advisors bought 9 CenterPoint Energy shares in Q1 2022, an estimated $253.
CenterPoint Energy made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #695 holding.
Lenox Wealth Advisors first reported a position in CenterPoint Energy in Q4 2019 and has held it in 3 quarters since.
618 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.