Sugarloaf Wealth Management’s CenterPoint Energy CNP Stock Holding History

Sugarloaf Wealth Management’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 Q4	$139K	Hold	4,377	–	–	0.03%	205
2024 Q3	$129K	Hold	4,377	–	–	0.02%	216
2024 Q2	$136K	Hold	4,377	–	–	0.03%	204
2024 Q1	$125K	Hold	4,377	–	–	0.03%	208
2023 Q4	$125K	Hold	4,377	–	–	0.03%	196
2023 Q3	$118K	Sell	4,377 -149	-3%	-$4.31K	0.03%	191
2023 Q2	$132K	Hold	4,526	–	–	0.03%	183
2023 Q1	$133K	Hold	4,526	–	–	0.03%	171
2022 Q4	$136K	Hold	4,526	–	–	0.03%	166
2022 Q3	$128K	Hold	4,526	–	–	0.03%	174
2022 Q2	$134K	Hold	4,526	–	–	0.03%	159
2022 Q1	$139K	Hold	4,526	–	–	0.03%	158
2021 Q4	$126K	Hold	4,526	–	–	0.03%	169
2021 Q3	$111K	Hold	4,526	–	–	0.03%	180
2021 Q2	$111K	Hold	4,526	–	–	0.03%	175
2021 Q1	$103	Hold	4,526	–	–	0.03%	182
2020 Q4	$98K	Hold	4,526	–	–	0.03%	175
2020 Q3	$88K	Hold	4,526	–	–	0.03%	169
2020 Q2	$85K	Hold	4,526	–	–	0.03%	177
2020 Q1	$70K	Hold	4,526	–	–	0.03%	182
2019 Q4	$123K	Buy	+4,526	New	+$123K	0.05%	154

Other funds holding CNP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sugarloaf Wealth Management's CNP Position: Q4 2024 in Review

Sugarloaf Wealth Management held its CenterPoint Energy (CNP) position steady in Q4 2024 at 4,377 shares worth $139K. The position accounts for 0.03% of the portfolio, ranked #205.

Sugarloaf Wealth Management first reported a position in CNP in Q4 2019 and has held it in 21 quarters since. The position peaked at $139K in Q1 2022. 651 funds tracked by Wall St. Rank hold CNP as of Q4 2024.

Sugarloaf Wealth Management held 4,377 shares of CenterPoint Energy worth $139K as of Q4 2024.
Sugarloaf Wealth Management left its CenterPoint Energy share count unchanged in Q4 2024.
CenterPoint Energy made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #205 holding.
Sugarloaf Wealth Management first reported a position in CenterPoint Energy in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's CenterPoint Energy position peaked at $139K in Q1 2022.
651 funds tracked by Wall St. Rank held CenterPoint Energy as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.