Sutton Wealth Advisors’s CenterPoint Energy CNP Stock Holding History

Sutton 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
2023 Q3	$3.01K	Hold	112	–	–	﹤0.01%	658
2023 Q2	$3.27K	Hold	112	–	–	﹤0.01%	626
2023 Q1	$3.3K	Hold	112	–	–	﹤0.01%	572
2022 Q4	$3.36K	Hold	112	–	–	﹤0.01%	1149
2022 Q3	$3.16K	Sell	112 -45	-29%	-$1.4K	﹤0.01%	1133
2022 Q2	$4.64K	Buy	157 +45	+40%	+$1.39K	﹤0.01%	1073
2022 Q1	$3.43K	Hold	112	–	–	﹤0.01%	1129
2021 Q4	$3.13K	Hold	112	–	–	﹤0.01%	1139
2021 Q3	$2.75K	Hold	112	–	–	﹤0.01%	1132
2021 Q2	$2.75K	Hold	112	–	–	﹤0.01%	1129
2021 Q1	$2.54K	Buy	112 +17	+18%	+$362	﹤0.01%	1111
2020 Q4	$2.06K	Buy	95 +35	+58%	+$776	﹤0.01%	1108
2020 Q3	$1.16K	Hold	60	–	–	﹤0.01%	1120
2020 Q2	$1.12K	Buy	+60	New	+$1.03K	﹤0.01%	1112

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

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

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

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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Sutton Wealth Advisors's CNP Position: Q3 2023 in Review

Sutton Wealth Advisors held its CenterPoint Energy (CNP) position steady in Q3 2023 at 112 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Sutton Wealth Advisors first reported a position in CNP in Q2 2020 and has held it in 14 quarters since. The position peaked at $4.64K in Q2 2022. 600 funds tracked by Wall St. Rank hold CNP as of Q3 2023.

Sutton Wealth Advisors held 112 shares of CenterPoint Energy worth $3.01K as of Q3 2023.
Sutton Wealth Advisors left its CenterPoint Energy share count unchanged in Q3 2023.
CenterPoint Energy made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #658 holding.
Sutton Wealth Advisors first reported a position in CenterPoint Energy in Q2 2020 and has held it in 14 quarters since.
Sutton Wealth Advisors's CenterPoint Energy position peaked at $4.64K in Q2 2022.
600 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.