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CenterPoint Energy shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of CenterPoint Energy (CNP) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning investment in CenterPoint Energy

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All positions including CenterPoint Energy held by Clear Perspectives Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CenterPoint Energy by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $3.6k 121 29.40
2022-12-31 $3.6k 121 29.93
2022-09-30 $3.0k 121 24.79
2022-06-30 $4.0k 121 33.06
2022-03-31 $4.0k 121 33.06
2021-12-31 $3.0k 121 24.79
2021-09-30 $3.0k 120 25.00

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Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding CenterPoint Energy

Vanguard Group
BlackRock
T. Rowe Price Investment Management
Robeco Investment Management
Neuberger Berman Group
Geode Capital Management
Deutsche Bank Aktiengesellschaft
T. Rowe Price Associates
Pictet Asset Management Holding SA
Legal & General Group
Morgan Stanley
Jennison Associates
Franklin Resources
Massachusetts Financial Services
Northern Trust

View all funds holding CenterPoint Energy