MilWealth Group’s CenterPoint Energy CNP Stock Holding History

MilWealth Group’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
2021 Q4	–	Sell	-8	Closed	-$197	–	164
2021 Q3	$197	Buy	+8	New	+$205	﹤0.01%	175

Other funds holding CNP

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MilWealth Group's CNP Position: Q4 2021 in Review

MilWealth Group sold out of CenterPoint Energy (CNP) in Q4 2021, closing a stake of 8 shares — an estimated $197 sold.

MilWealth Group first reported a position in CNP in Q3 2021 and held it in 1 quarter. The position peaked at $197 in Q3 2021. 594 funds tracked by Wall St. Rank hold CNP as of Q4 2021.

MilWealth Group reported no remaining CenterPoint Energy position as of Q4 2021 after selling out during the quarter.
MilWealth Group sold 8 CenterPoint Energy shares in Q4 2021, an estimated $197.
MilWealth Group first reported a position in CenterPoint Energy in Q3 2021 and held it in 1 quarter.
MilWealth Group's CenterPoint Energy position peaked at $197 in Q3 2021.
594 funds tracked by Wall St. Rank held CenterPoint Energy as of Q4 2021.

Based on MilWealth Group's 13F filing for Q4 2021, filed 9 May 2023.