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Schechter Investment Advisors’s CenterPoint Energy CNP Stock Holding History

Schechter Investment 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
2025
Q1 		$627K Buy
17,296
+92
+0.5% +$3.08K 0.05% 320
2024
Q4 		$546K Buy
17,204
+878
+5% +$27K 0.04% 371
2024
Q3 		$480K Buy
16,326
+4,633
+40% +$130K 0.04% 403
2024
Q2 		$362K Buy
11,693
+2,268
+24% +$67K 0.03% 437
2024
Q1 		$269K Sell
9,425
-158
-2% -$4.43K 0.02% 515
2023
Q4 		$274K Sell
9,583
-320
-3% -$8.89K 0.02% 484
2023
Q3 		$266K Sell
9,903
-748
-7% -$21.6K 0.03% 477
2023
Q2 		$310K Sell
10,651
-4,867
-31% -$144K 0.03% 483
2023
Q1 		$457K Buy
15,518
+395
+3% +$11.5K 0.04% 432
2022
Q4 		$454K Sell
15,123
-12
-0.1% -$349 0.04% 526
2022
Q3 		$426K Buy
15,135
+432
+3% +$13.5K 0.04% 559
2022
Q2 		$435K Sell
14,703
-457
-3% -$14.1K 0.04% 574
2022
Q1 		$464K Sell
15,160
-138
-0.9% -$3.88K 0.04% 555
2021
Q4 		$427K Buy
+15,298
New +$409K 0.04% 561

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schechter Investment Advisors's CNP Position: Q1 2025 in Review

Schechter Investment Advisors increased its CenterPoint Energy (CNP) stake by 0.53% in Q1 2025, buying an estimated $3.08K and bringing the position to 17,296 shares worth $627K. The position accounts for 0.05% of the portfolio, ranked #320.

Schechter Investment Advisors first reported a position in CNP in Q4 2021 and has held it in 14 quarters since. 696 funds tracked by Wall St. Rank hold CNP as of Q1 2025.

  • Schechter Investment Advisors held 17,296 shares of CenterPoint Energy worth $627K as of Q1 2025.
  • Schechter Investment Advisors bought 92 CenterPoint Energy shares in Q1 2025, an estimated $3.08K.
  • CenterPoint Energy made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #320 holding.
  • Schechter Investment Advisors first reported a position in CenterPoint Energy in Q4 2021 and has held it in 14 quarters since.
  • 696 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.