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CenterPoint Energy shares owned by Birchwood Financial Partners

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

Historical chart of Birchwood Financial Partners investment in CenterPoint Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in CenterPoint Energy by Birchwood Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $19k 436 44.04

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Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Schwab Fundamental International Equity Etf Etf (FNDF)
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)
Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Harbor Long-term Growers Etf Etf (WINN)
Donaldson Stock (DCI)
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Vanguard Extended Market Etf Etf (VXF)
Microsoft Stock (MSFT)
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Ishares Esg Aware Msci Em Etf Etf (ESGE)
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)

View all positions for Birchwood Financial Partners

Top funds holding CenterPoint Energy

Capital Research Global Investors
BlackRock
Vanguard Capital Management
State Street Corporation
Capital Research and Management Company - Division 3
Vanguard Portfolio Management
Geode Capital Management
FMR
Deutsche Bank Aktiengesellschaft
Robeco Investment Management
Neuberger Berman Group
Morgan Stanley
Invesco
Jennison Associates
Bank of America Corporation

View all funds holding CenterPoint Energy