MPS Loria Financial Planners’s CenterPoint Energy CNP Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-1,628	Closed	-$36K	–	198
2021 Q1	$36K	Hold	1,628	–	–	0.02%	190
2020 Q4	$35K	Buy	1,628 +62	+4%	+$1.37K	0.02%	187
2020 Q3	$30K	Hold	1,566	–	–	0.02%	174
2020 Q2	$29K	Buy	+1,566	New	+$27K	0.02%	173
2017 Q3	–	Sell	-1,566	Closed	-$45K	–	135
2017 Q2	$45K	Buy	+1,566	New	+$43.9K	0.03%	156

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

MPS Loria Financial Planners's CNP Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of CenterPoint Energy (CNP) in Q2 2021, closing a stake of 1,628 shares — an estimated $36K sold.

MPS Loria Financial Planners first reported a position in CNP in Q2 2017 and held it in 5 quarters. The position peaked at $45K in Q2 2017. 536 funds tracked by Wall St. Rank hold CNP as of Q2 2021.

MPS Loria Financial Planners reported no remaining CenterPoint Energy position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 1,628 CenterPoint Energy shares in Q2 2021, an estimated $36K.
MPS Loria Financial Planners first reported a position in CenterPoint Energy in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's CenterPoint Energy position peaked at $45K in Q2 2017.
536 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.