SteelPeak Wealth’s CenterPoint Energy CNP Stock Holding History

SteelPeak Wealth’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 Q1	–	Sell	-63,441	Closed	-$1.9M	–	398
2022 Q4	$1.9M	Buy	+63,441	New	+$1.84M	0.14%	118
2022 Q3	–	Sell	-52,636	Closed	-$1.56M	–	406
2022 Q2	$1.56M	Buy	+52,636	New	+$1.62M	0.11%	129
2020 Q3	–	Sell	-15,278	Closed	-$285K	–	300
2020 Q2	$285K	Buy	+15,278	New	+$263K	0.04%	203

Other funds holding CNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

SteelPeak Wealth's CNP Position: Q1 2023 in Review

SteelPeak Wealth sold out of CenterPoint Energy (CNP) in Q1 2023, closing a stake of 63,441 shares — an estimated $1.9M sold.

SteelPeak Wealth first reported a position in CNP in Q2 2020 and held it in 3 quarters. The position peaked at $1.9M in Q4 2022. 600 funds tracked by Wall St. Rank hold CNP as of Q1 2023.

SteelPeak Wealth reported no remaining CenterPoint Energy position as of Q1 2023 after selling out during the quarter.
SteelPeak Wealth sold 63,441 CenterPoint Energy shares in Q1 2023, an estimated $1.9M.
SteelPeak Wealth first reported a position in CenterPoint Energy in Q2 2020 and held it in 3 quarters.
SteelPeak Wealth's CenterPoint Energy position peaked at $1.9M in Q4 2022.
600 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2023.

Based on SteelPeak Wealth's 13F filing for Q1 2023, filed 8 May 2023.