SOA Wealth Advisors’s CenterPoint Energy CNP Stock Holding History

SOA Wealth 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
2024 Q2	–	Sell	-15	Closed	-$427	–	863
2024 Q1	$427	Hold	15	–	–	﹤0.01%	815
2023 Q4	$429	Hold	15	–	–	﹤0.01%	808
2023 Q3	$403	Hold	15	–	–	﹤0.01%	834
2023 Q2	$437	Hold	15	–	–	﹤0.01%	841
2023 Q1	$442	Hold	15	–	–	﹤0.01%	852
2022 Q4	$450	Hold	15	–	–	﹤0.01%	853
2022 Q3	$0	Hold	15	–	–	﹤0.01%	846
2022 Q2	$0	Hold	15	–	–	﹤0.01%	841
2022 Q1	$0	Hold	15	–	–	﹤0.01%	913
2021 Q4	$0	Hold	15	–	–	﹤0.01%	887
2021 Q3	$0	Hold	15	–	–	﹤0.01%	902
2021 Q2	$0	Sell	15 -7	-32%	-$172	﹤0.01%	872
2021 Q1	$0	Buy	22 +6	+38%	+$128	﹤0.01%	820
2020 Q4	$0	Buy	+16	New	+$355	﹤0.01%	801

Other funds holding CNP

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SOA Wealth Advisors's CNP Position: Q2 2024 in Review

SOA Wealth Advisors sold out of CenterPoint Energy (CNP) in Q2 2024, closing a stake of 15 shares — an estimated $427 sold.

SOA Wealth Advisors first reported a position in CNP in Q4 2020 and held it in 14 quarters. The position peaked at $450 in Q4 2022. 630 funds tracked by Wall St. Rank hold CNP as of Q2 2024.

SOA Wealth Advisors reported no remaining CenterPoint Energy position as of Q2 2024 after selling out during the quarter.
SOA Wealth Advisors sold 15 CenterPoint Energy shares in Q2 2024, an estimated $427.
SOA Wealth Advisors first reported a position in CenterPoint Energy in Q4 2020 and held it in 14 quarters.
SOA Wealth Advisors's CenterPoint Energy position peaked at $450 in Q4 2022.
630 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.