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Resurgent Financial Advisors’s CenterPoint Energy CNP Stock Holding History

Resurgent Financial 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
2023
Q3 		– Sell
-983
Closed -$28.7K – 489
2023
Q2 		$28.7K Sell
983
-80
-8% -$2.36K 0.02% 433
2023
Q1 		$31.3K Sell
1,063
-3
-0.3% -$88 0.02% 413
2022
Q4 		$32K Buy
+1,066
New +$31K 0.02% 521

Other funds holding CNP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Resurgent Financial Advisors's CNP Position: Q3 2023 in Review

Resurgent Financial Advisors sold out of CenterPoint Energy (CNP) in Q3 2023, closing a stake of 983 shares — an estimated $28.7K sold.

Resurgent Financial Advisors first reported a position in CNP in Q4 2022 and held it in 3 quarters. The position peaked at $32K in Q4 2022. 599 funds tracked by Wall St. Rank hold CNP as of Q3 2023.

  • Resurgent Financial Advisors reported no remaining CenterPoint Energy position as of Q3 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 983 CenterPoint Energy shares in Q3 2023, an estimated $28.7K.
  • Resurgent Financial Advisors first reported a position in CenterPoint Energy in Q4 2022 and held it in 3 quarters.
  • Resurgent Financial Advisors's CenterPoint Energy position peaked at $32K in Q4 2022.
  • 599 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2023.

Based on Resurgent Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.