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Centerpoint Energy shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Centerpoint Energy shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Centerpoint Energy

Tip: Access up to 7 years of quarterly data

All positions including Centerpoint Energy held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Centerpoint Energy by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 15k 1.01

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
United Parcel Service CL B (UPS)

View all positions for Aurum Wealth Management Group

Top funds holding Centerpoint Energy

Advent Capital Management
Aequim Alternative Investments
Franklin Resources
Highbridge Capital Management
CNH Partners
OZ Management
Wells Fargo & Company
Calamos Advisors
BlackRock
Wellesley Investment Advisors
Victory Capital Management
RWC Asset Management
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Fort Baker Capital Management
Marshall Wace

View all funds holding Centerpoint Energy