SWA
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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% 842
2022
Q1 		$0 Hold
15
– – ﹤0.01% 914
2021
Q4 		$0 Hold
15
– – ﹤0.01% 887
2021
Q3 		$0 Hold
15
– – ﹤0.01% 903
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
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 $5.7T 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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return