Wipfli Financial Advisors’s CenterPoint Energy CNP Stock Holding History

Wipfli Financial 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
2022 Q3	$116K	Buy	+4,113	New	+$128K	0.01%	662

Other funds holding CNP

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wipfli Financial Advisors's CNP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in CenterPoint Energy (CNP) in Q3 2022: 4,113 shares worth $116K. The stake represents 0.01% of the portfolio and ranks #662 among its holdings.

589 funds tracked by Wall St. Rank hold CNP as of Q3 2022.

Wipfli Financial Advisors held 4,113 shares of CenterPoint Energy worth $116K as of Q3 2022.
CenterPoint Energy was a new Wipfli Financial Advisors position in Q3 2022.
CenterPoint Energy made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #662 holding.
589 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.