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LAS
Lloyd Advisory Services’s
CenterPoint Energy
CNP
Stock Holding History
Lloyd Advisory Services’s Portfolio
CNP Stock Details
CNP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$342K
Buy
7,914
+7,476
+1,707%
+$309K
0.1%
100
2025
Q4
$16.8K
Buy
+438
New
+$17.1K
0.01%
350
2024
Q2
–
Sell
-27,340
Closed
-$779K
–
111
2024
Q1
$779K
Buy
+27,340
New
+$766K
0.17%
102
2022
Q2
–
Sell
-2,165
Closed
-$66K
–
157
2022
Q1
$66K
Buy
2,165
+970
+81%
+$27.2K
0.03%
200
2021
Q4
$33K
Buy
1,195
+96
+9%
+$2.56K
0.02%
252
2021
Q3
$27K
Buy
1,099
+589
+115%
+$15.1K
0.01%
222
2021
Q2
$13K
Buy
510
+238
+88%
+$5.84K
0.01%
260
2021
Q1
$6K
Buy
272
+12
+5%
+$256
﹤0.01%
270
2020
Q4
$6K
Buy
+260
New
+$5.76K
﹤0.01%
230
Other funds holding CNP
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Deutsche Bank
Frankfurt Am Main Ge, Germany
$303B AUM
30.15%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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