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CenterPoint Energy shares owned by Forum Financial Management

Quarter-by-quarter ownership of CenterPoint Energy (CNP) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in CenterPoint Energy

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All positions including CenterPoint Energy held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CenterPoint Energy by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 70k 28.49
2023-12-31 $2.0M 70k 28.57
2023-09-30 $1.9M 70k 26.85
2023-06-30 $2.0M 70k 29.15
2023-03-31 $2.1M 70k 29.46
2022-12-31 $2.1M 70k 29.99

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View all positions for Forum Financial Management

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